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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 | $107,826 | $132,634-18.7% | $115,768-6.9% | $137,256-21.4% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.4%-17.3pp | 80.0%-22.8pp |
| Annual return | 15.65% | 160.70%-145.1pp | 100.46%-84.8pp | 220.34%-204.7pp |
| Employer contribution / active EE | $885 | $3,360-73.7% | $2,940-69.9% | $4,156-78.7% |
| Participant deferral / active EE | $1,689 | $5,619-69.9% | $4,917-65.6% | $6,407-73.6% |
| Admin fee / account holder | $3,907 | $15,028-74.0% | $12,439-68.6% | $12,270-68.2% |