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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 | $77,320 | $114,119-32.2% | $107,187-27.9% | $138,895-44.3% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 79.9%-34.5pp |
| Annual return | 17.80% | 273.21%-255.4pp | 204.55%-186.7pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,801 | $4,059-31.0% | $3,782-25.9% | $4,194-33.2% |
| Participant deferral / active EE | $7,379 | $5,538+33.2% | $5,096+44.8% | $6,396+15.4% |
| Admin fee / account holder | $4,143 | $10,024-58.7% | $9,162-54.8% | $12,562-67.0% |