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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 | $109,674 | $165,381-33.7% | $149,730-26.8% | $158,966-31.0% |
| Participation rate | 36.4% | 84.6%-48.2pp | 82.5%-46.1pp | 82.0%-45.6pp |
| Annual return | 23.79% | 348.29%-324.5pp | 276.70%-252.9pp | 302.95%-279.2pp |
| Employer contribution / active EE | $935 | $5,104-81.7% | $4,645-79.9% | $4,762-80.4% |
| Participant deferral / active EE | $4,031 | $7,182-43.9% | $6,843-41.1% | $5,983-32.6% |
| Admin fee / account holder | $9,825 | $10,809-9.1% | $9,310+5.5% | $11,250-12.7% |