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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 | $97,889 | $125,778-22.2% | $114,563-14.6% | $154,746-36.7% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 14.60% | 295.14%-280.5pp | 241.09%-226.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,368 | $2,806-51.2% | $2,592-47.2% | $4,379-68.8% |
| Participant deferral / active EE | $1,536 | $4,445-65.4% | $4,142-62.9% | $6,730-77.2% |
| Admin fee / account holder | $1,194 | $8,190-85.4% | $7,623-84.3% | $14,365-91.7% |