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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 | $84,127 | $114,119-26.3% | $107,187-21.5% | $138,895-39.4% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 79.9%-38.3pp |
| Annual return | 17.08% | 273.21%-256.1pp | 204.55%-187.5pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,202 | $4,059-70.4% | $3,782-68.2% | $4,194-71.3% |
| Participant deferral / active EE | $3,004 | $5,538-45.8% | $5,096-41.1% | $6,396-53.0% |
| Admin fee / account holder | $650 | $10,024-93.5% | $9,162-92.9% | $12,562-94.8% |