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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 | $48,123 | $114,119-57.8% | $107,187-55.1% | $138,895-65.4% |
| Participation rate | 63.6% | 78.1%-14.4pp | 75.0%-11.4pp | 79.9%-16.3pp |
| Annual return | 22.94% | 273.21%-250.3pp | 204.55%-181.6pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,067 | $4,059-49.1% | $3,782-45.3% | $4,194-50.7% |
| Participant deferral / active EE | $4,100 | $5,538-26.0% | $5,096-19.6% | $6,396-35.9% |
| Admin fee / account holder | $402 | $10,024-96.0% | $9,162-95.6% | $12,562-96.8% |