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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 | $120,170 | $125,778-4.5% | $114,563+4.9% | $154,746-22.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 13.39% | 295.14%-281.7pp | 241.09%-227.7pp | 172.34%-158.9pp |
| Employer contribution / active EE | $345 | $2,806-87.7% | $2,592-86.7% | $4,379-92.1% |
| Participant deferral / active EE | $979 | $4,445-78.0% | $4,142-76.4% | $6,730-85.4% |
| Admin fee / account holder | $3,809 | $8,190-53.5% | $7,623-50.0% | $14,365-73.5% |