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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 | $98,915 | $102,938-3.9% | $94,105+5.1% | $138,895-28.8% |
| Participation rate | 42.9% | 74.6%-31.8pp | 71.9%-29.1pp | 79.9%-37.1pp |
| Annual return | 22.00% | 250.28%-228.3pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,544 | $2,732-43.5% | $2,504-38.4% | $4,194-63.2% |
| Participant deferral / active EE | $7,045 | $4,196+67.9% | $3,881+81.5% | $6,396+10.2% |
| Admin fee / account holder | $1,402 | $6,600-78.8% | $6,199-77.4% | $12,562-88.8% |