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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 | $47,607 | $114,119-58.3% | $107,187-55.6% | $138,895-65.7% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 19.12% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,689 | $4,059-58.4% | $3,782-55.3% | $4,194-59.7% |
| Participant deferral / active EE | $3,175 | $5,538-42.7% | $5,096-37.7% | $6,396-50.4% |
| Admin fee / account holder | $1,966 | $10,024-80.4% | $9,162-78.5% | $12,562-84.3% |