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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 | $101,774 | $165,381-38.5% | $149,730-32.0% | $158,966-36.0% |
| Participation rate | 54.5% | 84.6%-30.0pp | 82.5%-27.9pp | 82.0%-27.4pp |
| Annual return | 21.41% | 348.29%-326.9pp | 276.70%-255.3pp | 302.95%-281.5pp |
| Employer contribution / active EE | $1,219 | $5,104-76.1% | $4,645-73.8% | $4,762-74.4% |
| Participant deferral / active EE | $3,044 | $7,182-57.6% | $6,843-55.5% | $5,983-49.1% |
| Admin fee / account holder | $4,741 | $10,809-56.1% | $9,310-49.1% | $11,250-57.9% |