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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 | $67,976 | $126,113-46.1% | $116,096-41.4% | $155,188-56.2% |
| Participation rate | 36.8% | 75.1%-38.3pp | 73.3%-36.5pp | 80.8%-44.0pp |
| Annual return | 15.59% | 391.72%-376.1pp | 326.25%-310.7pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,523 | $2,672-43.0% | $2,503-39.2% | $4,248-64.1% |
| Participant deferral / active EE | $4,347 | $4,162+4.4% | $3,952+10.0% | $6,531-33.4% |
| Admin fee / account holder | $585 | $8,045-92.7% | $7,704-92.4% | $14,480-96.0% |