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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 | $99,135 | $134,817-26.5% | $123,973-20.0% | $155,188-36.1% |
| Participation rate | 45.8% | 79.4%-33.6pp | 76.7%-30.8pp | 80.8%-35.0pp |
| Annual return | 19.78% | 515.49%-495.7pp | 388.13%-368.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $1,533 | $4,425-65.4% | $4,126-62.8% | $4,248-63.9% |
| Participant deferral / active EE | $4,040 | $5,706-29.2% | $5,247-23.0% | $6,531-38.1% |
| Admin fee / account holder | $2,047 | $13,245-84.5% | $11,799-82.6% | $14,480-85.9% |