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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 | $91,168 | $114,119-20.1% | $107,187-14.9% | $138,895-34.4% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-15.9pp | 79.9%-20.8pp |
| Annual return | 16.08% | 273.21%-257.1pp | 204.55%-188.5pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,703 | $4,059-58.1% | $3,782-55.0% | $4,194-59.4% |
| Participant deferral / active EE | $4,138 | $5,538-25.3% | $5,096-18.8% | $6,396-35.3% |
| Admin fee / account holder | $676 | $10,024-93.3% | $9,162-92.6% | $12,562-94.6% |