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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 | $104,062 | $132,634-21.5% | $115,768-10.1% | $137,256-24.2% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.4%-47.1pp | 80.0%-52.7pp |
| Annual return | 13.84% | 160.70%-146.9pp | 100.46%-86.6pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,222 | $3,360-63.6% | $2,940-58.4% | $4,156-70.6% |
| Participant deferral / active EE | $3,134 | $5,619-44.2% | $4,917-36.3% | $6,407-51.1% |
| Admin fee / account holder | $11,187 | $15,028-25.6% | $12,439-10.1% | $12,270-8.8% |