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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 | $81,400 | $88,672-8.2% | $105,223-22.6% | $82,448-1.3% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 19.79% | 30.86%-11.1pp | 180.65%-160.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,642 | $3,048-13.3% | $3,689-28.4% | $2,551+3.6% |
| Participant deferral / active EE | $4,013 | $4,036-0.6% | $5,072-20.9% | $4,139-3.0% |
| Admin fee / account holder | $5,809 | $7,146-18.7% | $8,859-34.4% | $7,234-19.7% |