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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 | $59,769 | $114,119-47.6% | $107,187-44.2% | $138,895-57.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 17.73% | 273.21%-255.5pp | 204.55%-186.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $1,413 | $4,059-65.2% | $3,782-62.6% | $4,194-66.3% |
| Participant deferral / active EE | $4,109 | $5,538-25.8% | $5,096-19.4% | $6,396-35.8% |
| Admin fee / account holder | $2,759 | $10,024-72.5% | $9,162-69.9% | $12,562-78.0% |