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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 | $64,596 | $114,119-43.4% | $107,187-39.7% | $138,895-53.5% |
| Participation rate | 47.4% | 78.1%-30.7pp | 75.0%-27.7pp | 79.9%-32.6pp |
| Annual return | 15.36% | 273.21%-257.8pp | 204.55%-189.2pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,625 | $4,059-60.0% | $3,782-57.0% | $4,194-61.3% |
| Participant deferral / active EE | $2,971 | $5,538-46.3% | $5,096-41.7% | $6,396-53.5% |
| Admin fee / account holder | $17,687 | $10,024+76.5% | $9,162+93.0% | $12,562+40.8% |