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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 | $129,737-23.6% | $119,126-16.8% | $154,746-35.9% |
| Participation rate | 45.8% | 78.9%-33.0pp | 75.8%-29.9pp | 80.7%-34.9pp |
| Annual return | 19.78% | 379.08%-359.3pp | 282.11%-262.3pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,533 | $4,375-65.0% | $4,034-62.0% | $4,379-65.0% |
| Participant deferral / active EE | $4,040 | $5,842-30.8% | $5,318-24.0% | $6,730-40.0% |
| Admin fee / account holder | $2,047 | $11,961-82.9% | $10,693-80.9% | $14,365-85.7% |