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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 | $52,704 | $111,535-52.7% | $105,223-49.9% | $137,256-61.6% |
| Participation rate | 65.0% | 78.1%-13.1pp | 75.0%-10.0pp | 80.0%-15.0pp |
| Annual return | 15.88% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,386 | $3,939-39.4% | $3,689-35.3% | $4,156-42.6% |
| Participant deferral / active EE | $3,236 | $5,500-41.2% | $5,072-36.2% | $6,407-49.5% |
| Admin fee / account holder | $852 | $9,721-91.2% | $8,859-90.4% | $12,270-93.1% |