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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 | $53,143 | $111,535-52.4% | $105,223-49.5% | $137,256-61.3% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 18.58% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,582 | $3,939-59.8% | $3,689-57.1% | $4,156-61.9% |
| Participant deferral / active EE | $3,298 | $5,500-40.0% | $5,072-35.0% | $6,407-48.5% |
| Admin fee / account holder | $780 | $9,721-92.0% | $8,859-91.2% | $12,270-93.6% |