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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 | $99,376 | $111,535-10.9% | $105,223-5.6% | $137,256-27.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 19.17% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,564 | $3,939-9.5% | $3,689-3.4% | $4,156-14.2% |
| Participant deferral / active EE | $7,389 | $5,500+34.3% | $5,072+45.7% | $6,407+15.3% |
| Admin fee / account holder | $367 | $9,721-96.2% | $8,859-95.9% | $12,270-97.0% |