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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 | $105,859 | $111,535-5.1% | $105,223+0.6% | $137,256-22.9% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 80.0%-44.2pp |
| Annual return | 20.14% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,287 | $3,939-67.3% | $3,689-65.1% | $4,156-69.0% |
| Participant deferral / active EE | $4,387 | $5,500-20.2% | $5,072-13.5% | $6,407-31.5% |
| Admin fee / account holder | $1,876 | $9,721-80.7% | $8,859-78.8% | $12,270-84.7% |