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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 | $45,472 | $114,119-60.2% | $107,187-57.6% | $138,895-67.3% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 13.88% | 273.21%-259.3pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,688 | $4,059-58.4% | $3,782-55.4% | $4,194-59.8% |
| Participant deferral / active EE | $3,561 | $5,538-35.7% | $5,096-30.1% | $6,396-44.3% |
| Admin fee / account holder | $6,713 | $10,024-33.0% | $9,162-26.7% | $12,562-46.6% |