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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 | $104,507 | $111,535-6.3% | $105,223-0.7% | $137,256-23.9% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 15.36% | 237.85%-222.5pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,975 | $3,939-49.9% | $3,689-46.5% | $4,156-52.5% |
| Participant deferral / active EE | $10,846 | $5,500+97.2% | $5,072+113.9% | $6,407+69.3% |
| Admin fee / account holder | $725 | $9,721-92.5% | $8,859-91.8% | $12,270-94.1% |