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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 | $91,822 | $114,119-19.5% | $107,187-14.3% | $138,895-33.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 20.18% | 273.21%-253.0pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,349 | $4,059-66.8% | $3,782-64.3% | $4,194-67.8% |
| Participant deferral / active EE | $4,083 | $5,538-26.3% | $5,096-19.9% | $6,396-36.2% |
| Admin fee / account holder | $689 | $10,024-93.1% | $9,162-92.5% | $12,562-94.5% |