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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 | $85,758 | $111,535-23.1% | $105,223-18.5% | $137,256-37.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 15.06% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,364 | $3,939-40.0% | $3,689-35.9% | $4,156-43.1% |
| Participant deferral / active EE | $3,662 | $5,500-33.4% | $5,072-27.8% | $6,407-42.8% |
| Admin fee / account holder | $356 | $9,721-96.3% | $8,859-96.0% | $12,270-97.1% |