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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 | $104,109 | $149,040-30.1% | $120,225-13.4% | $137,256-24.1% |
| Participation rate | 33.3% | 75.4%-42.1pp | 69.6%-36.2pp | 80.0%-46.6pp |
| Annual return | 16.30% | 605.68%-589.4pp | 439.23%-422.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $968 | $4,350-77.7% | $3,475-72.1% | $4,156-76.7% |
| Participant deferral / active EE | $2,781 | $4,655-40.3% | $3,999-30.5% | $6,407-56.6% |
| Admin fee / account holder | $433 | $6,348-93.2% | $5,696-92.4% | $12,270-96.5% |