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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 | $86,812 | $165,361-47.5% | $149,715-42.0% | $158,950-45.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 15.68% | 348.24%-332.6pp | 276.66%-261.0pp | 302.91%-287.2pp |
| Employer contribution / active EE | $1,081 | $5,103-78.8% | $4,645-76.7% | $4,762-77.3% |
| Participant deferral / active EE | $4,561 | $7,182-36.5% | $6,842-33.3% | $5,983-23.8% |
| Admin fee / account holder | $321 | $10,808-97.0% | $9,310-96.6% | $11,248-97.1% |