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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 | $91,805 | $106,267-13.6% | $96,520-4.9% | $139,456-34.2% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 23.65% | 38.45%-14.8pp | 35.72%-12.1pp | 373.45%-349.8pp |
| Employer contribution / active EE | $3,906 | $4,105-4.8% | $3,739+4.5% | $4,753-17.8% |
| Participant deferral / active EE | $6,859 | $5,454+25.8% | $4,879+40.6% | $6,711+2.2% |
| Admin fee / account holder | $622 | $7,882-92.1% | $6,733-90.8% | $11,407-94.5% |