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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 | $90,934 | $101,618-10.5% | $93,063-2.3% | $137,256-33.7% |
| Participation rate | 53.3% | 74.9%-21.6pp | 72.1%-18.8pp | 80.0%-26.6pp |
| Annual return | 20.67% | 223.95%-203.3pp | 34.15%-13.5pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,685 | $2,707-0.8% | $2,476+8.5% | $4,156-35.4% |
| Participant deferral / active EE | $3,962 | $4,279-7.4% | $3,958+0.1% | $6,407-38.2% |
| Admin fee / account holder | $379 | $6,198-93.9% | $6,033-93.7% | $12,270-96.9% |