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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 | $74,980 | $111,535-32.8% | $105,223-28.7% | $137,256-45.4% |
| Participation rate | 38.1% | 78.1%-40.0pp | 75.0%-36.9pp | 80.0%-41.9pp |
| Annual return | 17.82% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,129 | $3,939-71.3% | $3,689-69.4% | $4,156-72.8% |
| Participant deferral / active EE | $3,516 | $5,500-36.1% | $5,072-30.7% | $6,407-45.1% |
| Admin fee / account holder | $11,455 | $9,721+17.8% | $8,859+29.3% | $12,270-6.6% |