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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 | $67,775 | $114,119-40.6% | $107,187-36.8% | $138,895-51.2% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 18.94% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $1,271 | $4,059-68.7% | $3,782-66.4% | $4,194-69.7% |
| Participant deferral / active EE | $2,660 | $5,538-52.0% | $5,096-47.8% | $6,396-58.4% |
| Admin fee / account holder | $4,861 | $10,024-51.5% | $9,162-46.9% | $12,562-61.3% |