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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 | $114,119-13.2% | $107,187-7.5% | $138,895-28.6% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.7pp | 79.9%-52.6pp |
| Annual return | 21.80% | 273.21%-251.4pp | 204.55%-182.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $878 | $4,059-78.4% | $3,782-76.8% | $4,194-79.1% |
| Participant deferral / active EE | $4,729 | $5,538-14.6% | $5,096-7.2% | $6,396-26.1% |
| Admin fee / account holder | $1,799 | $10,024-82.0% | $9,162-80.4% | $12,562-85.7% |