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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 | $97,524 | $202,440-51.8% | $169,390-42.4% | $139,466-30.1% |
| Participation rate | 55.6% | 81.1%-25.6pp | 77.2%-21.6pp | 80.3%-24.8pp |
| Annual return | 12.72% | 532.36%-519.6pp | 406.07%-393.3pp | 373.66%-360.9pp |
| Employer contribution / active EE | $1,699 | $4,693-63.8% | $4,013-57.7% | $4,754-64.3% |
| Participant deferral / active EE | $6,800 | $6,940-2.0% | $6,222+9.3% | $6,712+1.3% |
| Admin fee / account holder | $1,263 | $10,722-88.2% | $9,015-86.0% | $11,409-88.9% |