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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 | $63,986 | $114,119-43.9% | $107,187-40.3% | $138,895-53.9% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 16.03% | 273.21%-257.2pp | 204.55%-188.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $965 | $4,059-76.2% | $3,782-74.5% | $4,194-77.0% |
| Participant deferral / active EE | $4,126 | $5,538-25.5% | $5,096-19.0% | $6,396-35.5% |
| Admin fee / account holder | $7,578 | $10,024-24.4% | $9,162-17.3% | $12,562-39.7% |