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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 | $111,535-30.7% | $105,223-26.5% | $137,256-43.7% |
| Participation rate | 45.5% | 78.1%-32.6pp | 75.0%-29.6pp | 80.0%-34.5pp |
| Annual return | 17.80% | 237.85%-220.1pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,801 | $3,939-28.9% | $3,689-24.1% | $4,156-32.6% |
| Participant deferral / active EE | $7,379 | $5,500+34.2% | $5,072+45.5% | $6,407+15.2% |
| Admin fee / account holder | $4,143 | $9,721-57.4% | $8,859-53.2% | $12,270-66.2% |