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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 | $60,060 | $111,535-46.2% | $105,223-42.9% | $137,256-56.2% |
| Participation rate | 55.6% | 78.1%-22.5pp | 75.0%-19.5pp | 80.0%-24.4pp |
| Annual return | 13.68% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,023 | $3,939-74.0% | $3,689-72.3% | $4,156-75.4% |
| Participant deferral / active EE | $3,609 | $5,500-34.4% | $5,072-28.8% | $6,407-43.7% |
| Admin fee / account holder | $1,389 | $9,721-85.7% | $8,859-84.3% | $12,270-88.7% |