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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 | $81,463 | $111,535-27.0% | $105,223-22.6% | $137,256-40.6% |
| Participation rate | 36.4% | 78.1%-41.7pp | 75.0%-38.7pp | 80.0%-43.6pp |
| Annual return | 14.61% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $971 | $3,939-75.3% | $3,689-73.7% | $4,156-76.6% |
| Participant deferral / active EE | $3,645 | $5,500-33.7% | $5,072-28.1% | $6,407-43.1% |
| Admin fee / account holder | $1,797 | $9,721-81.5% | $8,859-79.7% | $12,270-85.4% |