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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 | $56,445 | $111,535-49.4% | $105,223-46.4% | $137,256-58.9% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 80.0%-37.1pp |
| Annual return | 16.50% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,591 | $3,939-59.6% | $3,689-56.9% | $4,156-61.7% |
| Participant deferral / active EE | $5,657 | $5,500+2.9% | $5,072+11.5% | $6,407-11.7% |
| Admin fee / account holder | $306 | $9,721-96.9% | $8,859-96.5% | $12,270-97.5% |