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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 | $96,923 | $111,535-13.1% | $105,223-7.9% | $137,256-29.4% |
| Participation rate | 43.5% | 78.1%-34.6pp | 75.0%-31.6pp | 80.0%-36.5pp |
| Annual return | 15.30% | 237.85%-222.6pp | 180.65%-165.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,316 | $3,939-66.6% | $3,689-64.3% | $4,156-68.3% |
| Participant deferral / active EE | $4,188 | $5,500-23.9% | $5,072-17.4% | $6,407-34.6% |
| Admin fee / account holder | $2,451 | $9,721-74.8% | $8,859-72.3% | $12,270-80.0% |