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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 | $69,047 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 31.6% | 81.7%-50.1pp | 77.8%-46.2pp | 80.0%-48.4pp |
| Annual return | 16.88% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,033 | $4,636-77.7% | $4,154-75.1% | $4,156-75.2% |
| Participant deferral / active EE | $2,513 | $6,166-59.3% | $5,453-53.9% | $6,407-60.8% |
| Admin fee / account holder | $5,675 | $16,471-65.5% | $14,116-59.8% | $12,270-53.7% |