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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 | $72,667 | $114,119-36.3% | $107,187-32.2% | $138,895-47.7% |
| Participation rate | 47.8% | 78.1%-30.2pp | 75.0%-27.2pp | 79.9%-32.1pp |
| Annual return | 13.53% | 273.21%-259.7pp | 204.55%-191.0pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,199 | $4,059-70.5% | $3,782-68.3% | $4,194-71.4% |
| Participant deferral / active EE | $3,427 | $5,538-38.1% | $5,096-32.8% | $6,396-46.4% |
| Admin fee / account holder | $46,167 | $10,024+360.6% | $9,162+403.9% | $12,562+267.5% |