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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 | $99,285 | $121,677-18.4% | $104,625-5.1% | $158,966-37.5% |
| Participation rate | 14.3% | 77.5%-63.2pp | 74.1%-59.8pp | 82.0%-67.7pp |
| Annual return | 9.34% | 465.58%-456.2pp | 340.60%-331.3pp | 302.95%-293.6pp |
| Employer contribution / active EE | $257 | $3,165-91.9% | $2,681-90.4% | $4,762-94.6% |
| Participant deferral / active EE | $796 | $4,175-80.9% | $3,738-78.7% | $5,983-86.7% |
| Admin fee / account holder | $2,302 | $7,777-70.4% | $6,465-64.4% | $11,250-79.5% |