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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 | $165,351-32.2% | $149,710-25.1% | $158,931-29.5% |
| Participation rate | 41.7% | 84.6%-42.9pp | 82.5%-40.8pp | 82.0%-40.3pp |
| Annual return | 26.30% | 348.19%-321.9pp | 276.63%-250.3pp | 302.86%-276.6pp |
| Employer contribution / active EE | $1,163 | $5,103-77.2% | $4,645-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $3,134 | $7,181-56.4% | $6,842-54.2% | $5,982-47.6% |
| Admin fee / account holder | $776 | $10,807-92.8% | $9,309-91.7% | $11,247-93.1% |