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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 | $59,944 | $50,554+18.6% | $67,681-11.4% | $87,485-31.5% |
| Participation rate | 25.0% | 67.7%-42.7pp | 73.7%-48.7pp | 68.9%-43.9pp |
| Annual return | 16.90% | 17.81%-0.9pp | 590.58%-573.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,059 | $1,988-46.7% | $2,678-60.5% | $2,596-59.2% |
| Participant deferral / active EE | $1,968 | $2,961-33.5% | $3,976-50.5% | $4,274-53.9% |
| Admin fee / account holder | $3,952 | $4,132-4.4% | $6,100-35.2% | $7,775-49.2% |