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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 | $121,814 | $165,399-26.4% | $149,745-18.7% | $158,982-23.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 14.44% | 348.34%-333.9pp | 276.72%-262.3pp | 302.99%-288.5pp |
| Employer contribution / active EE | $1,901 | $5,105-62.8% | $4,646-59.1% | $4,763-60.1% |
| Participant deferral / active EE | $4,347 | $7,183-39.5% | $6,843-36.5% | $5,983-27.4% |
| Admin fee / account holder | $2,839 | $10,811-73.7% | $9,312-69.5% | $11,252-74.8% |