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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 | $50,601 | $111,535-54.6% | $105,223-51.9% | $137,256-63.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 17.92% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,216 | $3,939-69.1% | $3,689-67.0% | $4,156-70.7% |
| Participant deferral / active EE | $1,479 | $5,500-73.1% | $5,072-70.8% | $6,407-76.9% |
| Admin fee / account holder | $2,313 | $9,721-76.2% | $8,859-73.9% | $12,270-81.2% |