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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 | $87,799 | $114,119-23.1% | $107,187-18.1% | $138,895-36.8% |
| Participation rate | 46.2% | 78.1%-31.9pp | 75.0%-28.9pp | 79.9%-33.8pp |
| Annual return | 14.55% | 273.21%-258.7pp | 204.55%-190.0pp | 145.39%-130.8pp |
| Employer contribution / active EE | $1,312 | $4,059-67.7% | $3,782-65.3% | $4,194-68.7% |
| Participant deferral / active EE | $3,689 | $5,538-33.4% | $5,096-27.6% | $6,396-42.3% |
| Admin fee / account holder | $424 | $10,024-95.8% | $9,162-95.4% | $12,562-96.6% |