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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 | $68,423 | $106,280-35.6% | $96,538-29.1% | $139,487-50.9% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 49.44% | 38.48%+11.0pp | 35.74%+13.7pp | 373.84%-324.4pp |
| Employer contribution / active EE | $3,141 | $4,107-23.5% | $3,740-16.0% | $4,755-33.9% |
| Participant deferral / active EE | $4,452 | $5,457-18.4% | $4,880-8.8% | $6,713-33.7% |
| Admin fee / account holder | $368 | $7,888-95.3% | $6,737-94.5% | $11,407-96.8% |