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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 | $70,728 | $111,535-36.6% | $105,223-32.8% | $137,256-48.5% |
| Participation rate | 40.9% | 78.1%-37.2pp | 75.0%-34.1pp | 80.0%-39.1pp |
| Annual return | 19.32% | 237.85%-218.5pp | 180.65%-161.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,551 | $3,939-60.6% | $3,689-58.0% | $4,156-62.7% |
| Participant deferral / active EE | $4,189 | $5,500-23.8% | $5,072-17.4% | $6,407-34.6% |
| Admin fee / account holder | $8,307 | $9,721-14.6% | $8,859-6.2% | $12,270-32.3% |