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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 | $55,242 | $114,119-51.6% | $107,187-48.5% | $138,895-60.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 20.18% | 273.21%-253.0pp | 204.55%-184.4pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,243 | $4,059-44.7% | $3,782-40.7% | $4,194-46.5% |
| Participant deferral / active EE | $4,465 | $5,538-19.4% | $5,096-12.4% | $6,396-30.2% |
| Admin fee / account holder | $1,901 | $10,024-81.0% | $9,162-79.3% | $12,562-84.9% |