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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 | $83,585 | $111,535-25.1% | $105,223-20.6% | $137,256-39.1% |
| Participation rate | 61.1% | 78.1%-17.0pp | 75.0%-13.9pp | 80.0%-18.8pp |
| Annual return | 14.96% | 237.85%-222.9pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,585 | $3,939-59.8% | $3,689-57.0% | $4,156-61.9% |
| Participant deferral / active EE | $5,121 | $5,500-6.9% | $5,072+1.0% | $6,407-20.1% |
| Admin fee / account holder | $974 | $9,721-90.0% | $8,859-89.0% | $12,270-92.1% |