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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 | $67,852 | $124,425-45.5% | $112,040-39.4% | $137,256-50.6% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 47.52% | 24.72%+22.8pp | 24.52%+23.0pp | 220.34%-172.8pp |
| Employer contribution / active EE | $1,857 | $3,411-45.6% | $2,954-37.1% | $4,156-55.3% |
| Participant deferral / active EE | $3,935 | $5,718-31.2% | $5,098-22.8% | $6,407-38.6% |
| Admin fee / account holder | $548 | $15,207-96.4% | $12,098-95.5% | $12,270-95.5% |