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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 | $98,107 | $196,972-50.2% | $182,262-46.2% | $198,609-50.6% |
| Participation rate | 64.3% | 85.7%-21.4pp | 84.2%-19.9pp | 82.4%-18.1pp |
| Annual return | 15.05% | 158.27%-143.2pp | 140.60%-125.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $1,956 | $5,364-63.5% | $5,046-61.2% | $5,055-61.3% |
| Participant deferral / active EE | $6,902 | $8,643-20.1% | $8,276-16.6% | $6,977-1.1% |
| Admin fee / account holder | $451 | $18,429-97.6% | $16,712-97.3% | $19,030-97.6% |