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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 | $142,354-26.9% | $125,529-17.1% | $155,188-32.9% |
| Participation rate | 27.3% | 78.1%-50.8pp | 74.7%-47.5pp | 80.8%-53.5pp |
| Annual return | 13.84% | 306.06%-292.2pp | 202.56%-188.7pp | 148.84%-135.0pp |
| Employer contribution / active EE | $1,222 | $3,501-65.1% | $3,058-60.0% | $4,248-71.2% |
| Participant deferral / active EE | $3,134 | $5,491-42.9% | $4,813-34.9% | $6,531-52.0% |
| Admin fee / account holder | $11,187 | $19,392-42.3% | $16,298-31.4% | $14,480-22.7% |