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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 | $114,119-13.3% | $107,187-7.6% | $138,895-28.7% |
| Participation rate | 20.0% | 78.1%-58.1pp | 75.0%-55.0pp | 79.9%-59.9pp |
| Annual return | 19.53% | 273.21%-253.7pp | 204.55%-185.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $959 | $4,059-76.4% | $3,782-74.6% | $4,194-77.1% |
| Participant deferral / active EE | $2,500 | $5,538-54.8% | $5,096-50.9% | $6,396-60.9% |
| Admin fee / account holder | $382 | $10,024-96.2% | $9,162-95.8% | $12,562-97.0% |