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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,025 | $165,361-43.1% | $149,715-37.2% | $158,950-40.8% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 15.66% | 348.24%-332.6pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $2,131 | $5,103-58.2% | $4,645-54.1% | $4,762-55.2% |
| Participant deferral / active EE | $6,667 | $7,182-7.2% | $6,842-2.6% | $5,983+11.4% |
| Admin fee / account holder | $343 | $10,808-96.8% | $9,310-96.3% | $11,248-96.9% |