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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 | $99,976 | $111,535-10.4% | $105,223-5.0% | $137,256-27.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 18.49% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,141 | $3,939-71.0% | $3,689-69.1% | $4,156-72.5% |
| Participant deferral / active EE | $5,003 | $5,500-9.0% | $5,072-1.4% | $6,407-21.9% |
| Admin fee / account holder | $14,632 | $9,721+50.5% | $8,859+65.2% | $12,270+19.2% |