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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 | $105,586 | $111,535-5.3% | $105,223+0.3% | $137,256-23.1% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 19.41% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,114 | $3,939-71.7% | $3,689-69.8% | $4,156-73.2% |
| Participant deferral / active EE | $1,855 | $5,500-66.3% | $5,072-63.4% | $6,407-71.0% |
| Admin fee / account holder | $386 | $9,721-96.0% | $8,859-95.6% | $12,270-96.9% |