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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 | $87,278 | $111,535-21.7% | $105,223-17.1% | $137,256-36.4% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 80.0%-22.1pp |
| Annual return | 17.84% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,627 | $3,939-58.7% | $3,689-55.9% | $4,156-60.9% |
| Participant deferral / active EE | $5,758 | $5,500+4.7% | $5,072+13.5% | $6,407-10.1% |
| Admin fee / account holder | $1,662 | $9,721-82.9% | $8,859-81.2% | $12,270-86.5% |