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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 | $55,678 | $109,372-49.1% | $89,414-37.7% | $158,966-65.0% |
| Participation rate | 36.8% | 74.3%-37.4pp | 68.0%-31.1pp | 82.0%-45.1pp |
| Annual return | 21.86% | 345.55%-323.7pp | 245.50%-223.6pp | 302.95%-281.1pp |
| Employer contribution / active EE | $364 | $3,171-88.5% | $2,586-85.9% | $4,762-92.4% |
| Participant deferral / active EE | $4,996 | $4,598+8.6% | $3,890+28.4% | $5,983-16.5% |
| Admin fee / account holder | $4,778 | $6,156-22.4% | $4,883-2.2% | $11,250-57.5% |