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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 | $126,113-20.0% | $116,096-13.1% | $155,188-35.0% |
| Participation rate | 42.9% | 75.1%-32.3pp | 73.3%-30.5pp | 80.8%-37.9pp |
| Annual return | 10.16% | 391.72%-381.6pp | 326.25%-316.1pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,259 | $2,672-52.9% | $2,503-49.7% | $4,248-70.4% |
| Participant deferral / active EE | $1,573 | $4,162-62.2% | $3,952-60.2% | $6,531-75.9% |
| Admin fee / account holder | $1,757 | $8,045-78.2% | $7,704-77.2% | $14,480-87.9% |