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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 | $97,723 | $111,535-12.4% | $105,223-7.1% | $137,256-28.8% |
| Participation rate | 28.6% | 78.1%-49.5pp | 75.0%-46.5pp | 80.0%-51.4pp |
| Annual return | 17.50% | 237.85%-220.4pp | 180.65%-163.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,187 | $3,939-69.9% | $3,689-67.8% | $4,156-71.4% |
| Participant deferral / active EE | $6,943 | $5,500+26.2% | $5,072+36.9% | $6,407+8.4% |
| Admin fee / account holder | $32,637 | $9,721+235.7% | $8,859+268.4% | $12,270+166.0% |