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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 | $92,844 | $202,463-54.1% | $169,397-45.2% | $139,487-33.4% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 19.93% | 532.64%-512.7pp | 406.23%-386.3pp | 373.84%-353.9pp |
| Employer contribution / active EE | $1,136 | $4,694-75.8% | $4,013-71.7% | $4,755-76.1% |
| Participant deferral / active EE | $3,961 | $6,941-42.9% | $6,223-36.3% | $6,713-41.0% |
| Admin fee / account holder | $768 | $10,726-92.8% | $9,017-91.5% | $11,407-93.3% |