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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 | $48,104 | $81,664-41.1% | $70,476-31.7% | $158,966-69.7% |
| Participation rate | 68.2% | 77.7%-9.5pp | 75.1%-6.9pp | 82.0%-13.8pp |
| Annual return | 19.83% | 208.59%-188.8pp | 109.12%-89.3pp | 302.95%-283.1pp |
| Employer contribution / active EE | $1,611 | $3,219-49.9% | $2,738-41.2% | $4,762-66.2% |
| Participant deferral / active EE | $1,952 | $4,556-57.2% | $3,710-47.4% | $5,983-67.4% |
| Admin fee / account holder | $3,870 | $6,197-37.5% | $3,847+0.6% | $11,250-65.6% |