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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 | $65,826 | $105,210-37.4% | $159,487-58.7% | $85,851-23.3% |
| Participation rate | 52.4% | 75.8%-23.3pp | 82.8%-30.4pp | 69.3%-16.9pp |
| Annual return | 15.85% | 45.08%-29.2pp | 263.71%-247.9pp | 318.63%-302.8pp |
| Employer contribution / active EE | $1,903 | $3,319-42.7% | $4,831-60.6% | $2,565-25.8% |
| Participant deferral / active EE | $4,072 | $5,946-31.5% | $7,354-44.6% | $3,952+3.0% |
| Admin fee / account holder | $2,603 | $6,934-62.5% | $10,804-75.9% | $6,261-58.4% |