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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 | $107,856 | $111,535-3.3% | $105,223+2.5% | $137,256-21.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 13.64% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,286 | $3,939-67.4% | $3,689-65.1% | $4,156-69.1% |
| Participant deferral / active EE | $6,564 | $5,500+19.4% | $5,072+29.4% | $6,407+2.5% |
| Admin fee / account holder | $3,079 | $9,721-68.3% | $8,859-65.2% | $12,270-74.9% |