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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 | $53,355 | $111,535-52.2% | $105,223-49.3% | $137,256-61.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 19.40% | 237.85%-218.5pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,620 | $3,939-58.9% | $3,689-56.1% | $4,156-61.0% |
| Participant deferral / active EE | $3,349 | $5,500-39.1% | $5,072-34.0% | $6,407-47.7% |
| Admin fee / account holder | $1,960 | $9,721-79.8% | $8,859-77.9% | $12,270-84.0% |