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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 | $71,157 | $165,399-57.0% | $149,745-52.5% | $158,982-55.2% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 19.01% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-284.0pp |
| Employer contribution / active EE | $3,520 | $5,105-31.0% | $4,646-24.2% | $4,763-26.1% |
| Participant deferral / active EE | $3,900 | $7,183-45.7% | $6,843-43.0% | $5,983-34.8% |
| Admin fee / account holder | $401 | $10,811-96.3% | $9,312-95.7% | $11,252-96.4% |