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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 | $112,123 | $165,399-32.2% | $149,745-25.1% | $158,982-29.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 26.30% | 348.34%-322.0pp | 276.72%-250.4pp | 302.99%-276.7pp |
| Employer contribution / active EE | $1,163 | $5,105-77.2% | $4,646-75.0% | $4,763-75.6% |
| Participant deferral / active EE | $3,134 | $7,183-56.4% | $6,843-54.2% | $5,983-47.6% |
| Admin fee / account holder | $776 | $10,811-92.8% | $9,312-91.7% | $11,252-93.1% |