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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 | $86,096 | $89,259-3.5% | $107,187-19.7% | $82,637+4.2% |
| Participation rate | 41.7% | 67.9%-26.3pp | 75.0%-33.4pp | 68.1%-26.4pp |
| Annual return | 20.80% | 21.02%-0.2pp | 204.55%-183.8pp | 53.51%-32.7pp |
| Employer contribution / active EE | $1,532 | $3,080-50.2% | $3,782-59.5% | $2,552-40.0% |
| Participant deferral / active EE | $4,579 | $4,037+13.4% | $5,096-10.1% | $4,126+11.0% |
| Admin fee / account holder | $5,913 | $7,381-19.9% | $9,162-35.5% | $7,339-19.4% |