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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 | $107,276 | $111,535-3.8% | $105,223+2.0% | $137,256-21.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 15.51% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,496 | $3,939-62.0% | $3,689-59.4% | $4,156-64.0% |
| Participant deferral / active EE | $4,900 | $5,500-10.9% | $5,072-3.4% | $6,407-23.5% |
| Admin fee / account holder | $1,863 | $9,721-80.8% | $8,859-79.0% | $12,270-84.8% |