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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 | $64,538 | $114,119-43.4% | $107,187-39.8% | $138,895-53.5% |
| Participation rate | 25.0% | 78.1%-53.1pp | 75.0%-50.0pp | 79.9%-54.9pp |
| Annual return | 23.43% | 273.21%-249.8pp | 204.55%-181.1pp | 145.39%-122.0pp |
| Employer contribution / active EE | $1,871 | $4,059-53.9% | $3,782-50.5% | $4,194-55.4% |
| Participant deferral / active EE | $2,194 | $5,538-60.4% | $5,096-57.0% | $6,396-65.7% |
| Admin fee / account holder | $770 | $10,024-92.3% | $9,162-91.6% | $12,562-93.9% |