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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 | $114,119-13.1% | $107,187-7.4% | $138,895-28.6% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 79.9%-39.9pp |
| Annual return | 17.75% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $1,199 | $4,059-70.5% | $3,782-68.3% | $4,194-71.4% |
| Participant deferral / active EE | $4,362 | $5,538-21.2% | $5,096-14.4% | $6,396-31.8% |
| Admin fee / account holder | $1,503 | $10,024-85.0% | $9,162-83.6% | $12,562-88.0% |