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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 | $61,648 | $78,690-21.7% | $161,489-61.8% | $87,485-29.5% |
| Participation rate | 69.0% | 67.5%+1.5pp | 78.7%-9.7pp | 68.9%0pp |
| Annual return | 17.52% | 32.74%-15.2pp | 89.72%-72.2pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,123 | $2,588-56.6% | $4,268-73.7% | $2,596-56.7% |
| Participant deferral / active EE | $3,458 | $3,311+4.4% | $5,630-38.6% | $4,274-19.1% |
| Admin fee / account holder | $14,886 | $6,724+121.4% | $16,006-7.0% | $7,775+91.5% |