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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 | $99,107 | $111,535-11.1% | $105,223-5.8% | $137,256-27.8% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.8pp | 80.0%-52.7pp |
| Annual return | 21.80% | 237.85%-216.0pp | 180.65%-158.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $878 | $3,939-77.7% | $3,689-76.2% | $4,156-78.9% |
| Participant deferral / active EE | $4,729 | $5,500-14.0% | $5,072-6.8% | $6,407-26.2% |
| Admin fee / account holder | $1,799 | $9,721-81.5% | $8,859-79.7% | $12,270-85.3% |