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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 | $75,491 | $114,119-33.8% | $107,187-29.6% | $138,895-45.6% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 17.47% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,859 | $4,059-54.2% | $3,782-50.9% | $4,194-55.7% |
| Participant deferral / active EE | $3,394 | $5,538-38.7% | $5,096-33.4% | $6,396-46.9% |
| Admin fee / account holder | $3,806 | $10,024-62.0% | $9,162-58.5% | $12,562-69.7% |