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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 | $43,669 | $111,535-60.8% | $105,223-58.5% | $137,256-68.2% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 18.35% | 237.85%-219.5pp | 180.65%-162.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,723 | $3,939-56.3% | $3,689-53.3% | $4,156-58.5% |
| Participant deferral / active EE | $5,895 | $5,500+7.2% | $5,072+16.2% | $6,407-8.0% |
| Admin fee / account holder | $4,179 | $9,721-57.0% | $8,859-52.8% | $12,270-65.9% |