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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 | $95,293 | $97,765-2.5% | $103,486-7.9% | $145,884-34.7% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 11.63% | 25.44%-13.8pp | 23.93%-12.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $4,038 | $4,687-13.8% | $4,679-13.7% | $4,662-13.4% |
| Participant deferral / active EE | $4,730 | $6,606-28.4% | $6,628-28.6% | $6,690-29.3% |
| Admin fee / account holder | $415 | $12,505-96.7% | $9,354-95.6% | $13,392-96.9% |