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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 | $139,948-23.0% | $121,663-11.4% | $154,746-30.3% |
| Participation rate | 57.1% | 78.0%-20.9pp | 74.5%-17.3pp | 80.7%-23.6pp |
| Annual return | 15.65% | 230.52%-214.9pp | 147.54%-131.9pp | 172.34%-156.7pp |
| Employer contribution / active EE | $885 | $3,521-74.9% | $3,020-70.7% | $4,379-79.8% |
| Participant deferral / active EE | $1,689 | $5,629-70.0% | $4,887-65.4% | $6,730-74.9% |
| Admin fee / account holder | $3,907 | $17,321-77.4% | $14,289-72.7% | $14,365-72.8% |