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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 | $99,757 | $111,535-10.6% | $105,223-5.2% | $137,256-27.3% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 20.10% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,273 | $3,939-67.7% | $3,689-65.5% | $4,156-69.4% |
| Participant deferral / active EE | $4,529 | $5,500-17.7% | $5,072-10.7% | $6,407-29.3% |
| Admin fee / account holder | $1,732 | $9,721-82.2% | $8,859-80.5% | $12,270-85.9% |