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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 | $50,372 | $114,119-55.9% | $107,187-53.0% | $138,895-63.7% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 20.67% | 273.21%-252.5pp | 204.55%-183.9pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,037 | $4,059-49.8% | $3,782-46.1% | $4,194-51.4% |
| Participant deferral / active EE | $5,572 | $5,538+0.6% | $5,096+9.3% | $6,396-12.9% |
| Admin fee / account holder | $521 | $10,024-94.8% | $9,162-94.3% | $12,562-95.9% |