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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 | $103,026 | $114,119-9.7% | $107,187-3.9% | $138,895-25.8% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 15.81% | 273.21%-257.4pp | 204.55%-188.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,224 | $4,059-69.8% | $3,782-67.6% | $4,194-70.8% |
| Participant deferral / active EE | $3,935 | $5,538-28.9% | $5,096-22.8% | $6,396-38.5% |
| Admin fee / account holder | $3,976 | $10,024-60.3% | $9,162-56.6% | $12,562-68.4% |