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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 | $89,022 | $111,535-20.2% | $105,223-15.4% | $137,256-35.1% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 11.76% | 237.85%-226.1pp | 180.65%-168.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,978 | $3,939-49.8% | $3,689-46.4% | $4,156-52.4% |
| Participant deferral / active EE | $5,753 | $5,500+4.6% | $5,072+13.4% | $6,407-10.2% |
| Admin fee / account holder | $3,891 | $9,721-60.0% | $8,859-56.1% | $12,270-68.3% |