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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 | $101,836 | $124,346-18.1% | $111,308-8.5% | $167,536-39.2% |
| Participation rate | 52.9% | 79.6%-26.7pp | 77.3%-24.4pp | 82.1%-29.2pp |
| Annual return | 13.96% | 37.45%-23.5pp | 54.67%-40.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $1,023 | $3,437-70.3% | $2,732-62.6% | $4,839-78.9% |
| Participant deferral / active EE | $2,619 | $5,182-49.5% | $4,487-41.6% | $6,342-58.7% |
| Admin fee / account holder | $848 | $10,621-92.0% | $7,965-89.4% | $12,315-93.1% |