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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 | $100,496 | $185,312-45.8% | $161,489-37.8% | $154,746-35.1% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 44.81% | 103.84%-59.0pp | 89.72%-44.9pp | 172.34%-127.5pp |
| Employer contribution / active EE | $1,867 | $4,769-60.8% | $4,268-56.3% | $4,379-57.4% |
| Participant deferral / active EE | $7,049 | $6,350+11.0% | $5,630+25.2% | $6,730+4.7% |
| Admin fee / account holder | $786 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |