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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 | $98,693 | $165,399-40.3% | $149,745-34.1% | $158,982-37.9% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.7pp |
| Employer contribution / active EE | $1,258 | $5,105-75.4% | $4,646-72.9% | $4,763-73.6% |
| Participant deferral / active EE | $4,088 | $7,183-43.1% | $6,843-40.3% | $5,983-31.7% |
| Admin fee / account holder | $444 | $10,811-95.9% | $9,312-95.2% | $11,252-96.1% |