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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 | $86,921 | $111,535-22.1% | $105,223-17.4% | $137,256-36.7% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 14.23% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,530 | $3,939-35.8% | $3,689-31.4% | $4,156-39.1% |
| Participant deferral / active EE | $5,834 | $5,500+6.1% | $5,072+15.0% | $6,407-8.9% |
| Admin fee / account holder | $5,407 | $9,721-44.4% | $8,859-39.0% | $12,270-55.9% |