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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 | $99,211 | $111,535-11.0% | $105,223-5.7% | $137,256-27.7% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 17.75% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,199 | $3,939-69.6% | $3,689-67.5% | $4,156-71.1% |
| Participant deferral / active EE | $4,362 | $5,500-20.7% | $5,072-14.0% | $6,407-31.9% |
| Admin fee / account holder | $1,503 | $9,721-84.5% | $8,859-83.0% | $12,270-87.8% |