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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 | $92,274 | $196,972-53.2% | $182,262-49.4% | $198,609-53.5% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 14.74% | 158.27%-143.5pp | 140.60%-125.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,880 | $5,364-64.9% | $5,046-62.7% | $5,055-62.8% |
| Participant deferral / active EE | $8,954 | $8,643+3.6% | $8,276+8.2% | $6,977+28.3% |
| Admin fee / account holder | $1,111 | $18,429-94.0% | $16,712-93.3% | $19,030-94.2% |