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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 | $87,279 | $111,535-21.7% | $105,223-17.1% | $137,256-36.4% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 12.77% | 237.85%-225.1pp | 180.65%-167.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,782 | $3,939-54.8% | $3,689-51.7% | $4,156-57.1% |
| Participant deferral / active EE | $2,597 | $5,500-52.8% | $5,072-48.8% | $6,407-59.5% |
| Admin fee / account holder | $1,095 | $9,721-88.7% | $8,859-87.6% | $12,270-91.1% |