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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 | $95,783 | $111,535-14.1% | $105,223-9.0% | $137,256-30.2% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 13.14% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $927 | $3,939-76.5% | $3,689-74.9% | $4,156-77.7% |
| Participant deferral / active EE | $2,037 | $5,500-63.0% | $5,072-59.8% | $6,407-68.2% |
| Admin fee / account holder | $11,531 | $9,721+18.6% | $8,859+30.2% | $12,270-6.0% |