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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 | $87,033 | $111,535-22.0% | $105,223-17.3% | $137,256-36.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.95% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $3,260 | $3,939-17.3% | $3,689-11.6% | $4,156-21.6% |
| Participant deferral / active EE | $9,412 | $5,500+71.1% | $5,072+85.6% | $6,407+46.9% |
| Admin fee / account holder | $407 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |