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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 | $56,827 | $114,119-50.2% | $107,187-47.0% | $138,895-59.1% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 17.47% | 273.21%-255.7pp | 204.55%-187.1pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,593 | $4,059-36.1% | $3,782-31.4% | $4,194-38.2% |
| Participant deferral / active EE | $6,903 | $5,538+24.6% | $5,096+35.5% | $6,396+7.9% |
| Admin fee / account holder | $8,024 | $10,024-20.0% | $9,162-12.4% | $12,562-36.1% |