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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 | $97,683 | $99,053-1.4% | $88,179+10.8% | $138,895-29.7% |
| Participation rate | 55.0% | 74.2%-19.2pp | 69.1%-14.1pp | 79.9%-24.9pp |
| Annual return | 15.53% | 78.17%-62.6pp | 64.97%-49.4pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,100 | $2,882-61.8% | $2,549-56.9% | $4,194-73.8% |
| Participant deferral / active EE | $2,523 | $5,225-51.7% | $4,614-45.3% | $6,396-60.6% |
| Admin fee / account holder | $1,447 | $8,748-83.5% | $7,673-81.1% | $12,562-88.5% |