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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 | $94,659 | $114,119-17.1% | $107,187-11.7% | $138,895-31.8% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 18.11% | 273.21%-255.1pp | 204.55%-186.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,057 | $4,059-74.0% | $3,782-72.1% | $4,194-74.8% |
| Participant deferral / active EE | $5,759 | $5,538+4.0% | $5,096+13.0% | $6,396-10.0% |
| Admin fee / account holder | $678 | $10,024-93.2% | $9,162-92.6% | $12,562-94.6% |