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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 | $132,634-20.9% | $115,768-9.4% | $137,256-23.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 21.87% | 160.70%-138.8pp | 100.46%-78.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $922 | $3,360-72.6% | $2,940-68.6% | $4,156-77.8% |
| Participant deferral / active EE | $3,268 | $5,619-41.8% | $4,917-33.5% | $6,407-49.0% |
| Admin fee / account holder | $4,251 | $15,028-71.7% | $12,439-65.8% | $12,270-65.4% |