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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 | $84,065 | $165,399-49.2% | $149,745-43.9% | $158,982-47.1% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 16.31% | 348.34%-332.0pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,962 | $5,105-42.0% | $4,646-36.3% | $4,763-37.8% |
| Participant deferral / active EE | $4,767 | $7,183-33.6% | $6,843-30.3% | $5,983-20.3% |
| Admin fee / account holder | $652 | $10,811-94.0% | $9,312-93.0% | $11,252-94.2% |