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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 | $98,905 | $125,778-21.4% | $114,563-13.7% | $154,746-36.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.9%-22.9pp | 80.7%-30.7pp |
| Annual return | 13.10% | 295.14%-282.0pp | 241.09%-228.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,230 | $2,806-56.2% | $2,592-52.5% | $4,379-71.9% |
| Participant deferral / active EE | $3,075 | $4,445-30.8% | $4,142-25.8% | $6,730-54.3% |
| Admin fee / account holder | $1,943 | $8,190-76.3% | $7,623-74.5% | $14,365-86.5% |