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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 | $101,878 | $112,935-9.8% | $90,970+12.0% | $158,966-35.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 15.45% | 215.79%-200.3pp | 134.58%-119.1pp | 302.95%-287.5pp |
| Employer contribution / active EE | $2,133 | $2,895-26.3% | $2,122+0.5% | $4,762-55.2% |
| Participant deferral / active EE | $5,862 | $4,129+42.0% | $3,373+73.8% | $5,983-2.0% |
| Admin fee / account holder | $1,180 | $8,045-85.3% | $5,960-80.2% | $11,250-89.5% |