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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 | $95,926 | $97,125-1.2% | $86,233+11.2% | $137,256-30.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 15.34% | 74.19%-58.8pp | 61.39%-46.0pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,210 | $2,841-22.2% | $2,504-11.8% | $4,156-46.8% |
| Participant deferral / active EE | $3,930 | $5,180-24.1% | $4,559-13.8% | $6,407-38.7% |
| Admin fee / account holder | $889 | $9,725-90.9% | $8,342-89.3% | $12,270-92.8% |