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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 | $47,062 | $102,938-54.3% | $94,105-50.0% | $138,895-66.1% |
| Participation rate | 65.2% | 74.6%-9.4pp | 71.9%-6.7pp | 79.9%-14.7pp |
| Annual return | 19.13% | 250.28%-231.2pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,057 | $2,732-24.7% | $2,504-17.8% | $4,194-50.9% |
| Participant deferral / active EE | $5,213 | $4,196+24.2% | $3,881+34.3% | $6,396-18.5% |
| Admin fee / account holder | $18,160 | $6,600+175.2% | $6,199+192.9% | $12,562+44.6% |