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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 | $108,223 | $111,535-3.0% | $105,223+2.9% | $137,256-21.2% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 13.74% | 237.85%-224.1pp | 180.65%-166.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,523 | $3,939-61.3% | $3,689-58.7% | $4,156-63.3% |
| Participant deferral / active EE | $4,924 | $5,500-10.5% | $5,072-2.9% | $6,407-23.2% |
| Admin fee / account holder | $1,538 | $9,721-84.2% | $8,859-82.6% | $12,270-87.5% |