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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 | $93,147 | $111,535-16.5% | $105,223-11.5% | $137,256-32.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 20.75% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,893 | $3,939-26.6% | $3,689-21.6% | $4,156-30.4% |
| Participant deferral / active EE | $4,696 | $5,500-14.6% | $5,072-7.4% | $6,407-26.7% |
| Admin fee / account holder | $826 | $9,721-91.5% | $8,859-90.7% | $12,270-93.3% |