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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 | $101,247 | $114,013-11.2% | $103,693-2.4% | $155,188-34.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | 17.73% | 49.31%-31.6pp | 47.61%-29.9pp | 148.84%-131.1pp |
| Employer contribution / active EE | $800 | $3,131-74.5% | $2,920-72.6% | $4,248-81.2% |
| Participant deferral / active EE | $1,250 | $4,970-74.8% | $4,579-72.7% | $6,531-80.9% |
| Admin fee / account holder | $414 | $8,407-95.1% | $7,858-94.7% | $14,480-97.1% |