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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 | $64,447 | $114,119-43.5% | $107,187-39.9% | $138,895-53.6% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 17.27% | 273.21%-255.9pp | 204.55%-187.3pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,813 | $4,059-55.3% | $3,782-52.1% | $4,194-56.8% |
| Participant deferral / active EE | $5,313 | $5,538-4.1% | $5,096+4.3% | $6,396-16.9% |
| Admin fee / account holder | $1,623 | $10,024-83.8% | $9,162-82.3% | $12,562-87.1% |