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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 | $104,912 | $142,354-26.3% | $125,529-16.4% | $155,188-32.4% |
| Participation rate | 37.5% | 78.1%-40.6pp | 74.7%-37.2pp | 80.8%-43.3pp |
| Annual return | 21.87% | 306.06%-284.2pp | 202.56%-180.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $922 | $3,501-73.7% | $3,058-69.8% | $4,248-78.3% |
| Participant deferral / active EE | $3,268 | $5,491-40.5% | $4,813-32.1% | $6,531-50.0% |
| Admin fee / account holder | $4,251 | $19,392-78.1% | $16,298-73.9% | $14,480-70.6% |