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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 | $68,262 | $101,618-32.8% | $93,063-26.6% | $137,256-50.3% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 14.55% | 223.95%-209.4pp | 34.15%-19.6pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,245 | $2,707+19.9% | $2,476+31.0% | $4,156-21.9% |
| Participant deferral / active EE | $4,707 | $4,279+10.0% | $3,958+18.9% | $6,407-26.5% |
| Admin fee / account holder | $4,519 | $6,198-27.1% | $6,033-25.1% | $12,270-63.2% |