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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 | $58,707 | $111,535-47.4% | $105,223-44.2% | $137,256-57.2% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 13.91% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,736 | $3,939-55.9% | $3,689-52.9% | $4,156-58.2% |
| Participant deferral / active EE | $4,937 | $5,500-10.2% | $5,072-2.6% | $6,407-22.9% |
| Admin fee / account holder | $6,805 | $9,721-30.0% | $8,859-23.2% | $12,270-44.5% |