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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 | $100,931 | $125,778-19.8% | $114,563-11.9% | $154,746-34.8% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.9%-30.0pp | 80.7%-37.8pp |
| Annual return | 10.16% | 295.14%-285.0pp | 241.09%-230.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,259 | $2,806-55.1% | $2,592-51.4% | $4,379-71.3% |
| Participant deferral / active EE | $1,573 | $4,445-64.6% | $4,142-62.0% | $6,730-76.6% |
| Admin fee / account holder | $1,757 | $8,190-78.5% | $7,623-76.9% | $14,365-87.8% |