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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 | $107,351 | $111,535-3.8% | $105,223+2.0% | $137,256-21.8% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 17.52% | 237.85%-220.3pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $809 | $3,939-79.5% | $3,689-78.1% | $4,156-80.5% |
| Participant deferral / active EE | $5,530 | $5,500+0.5% | $5,072+9.0% | $6,407-13.7% |
| Admin fee / account holder | $407 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |