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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 | $98,988 | $129,737-23.7% | $119,126-16.9% | $154,746-36.0% |
| Participation rate | 20.0% | 78.9%-58.9pp | 75.8%-55.8pp | 80.7%-60.7pp |
| Annual return | 19.53% | 379.08%-359.5pp | 282.11%-262.6pp | 172.34%-152.8pp |
| Employer contribution / active EE | $959 | $4,375-78.1% | $4,034-76.2% | $4,379-78.1% |
| Participant deferral / active EE | $2,500 | $5,842-57.2% | $5,318-53.0% | $6,730-62.8% |
| Admin fee / account holder | $382 | $11,961-96.8% | $10,693-96.4% | $14,365-97.3% |