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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 | $59,341 | $96,731-38.7% | $123,973-52.1% | $86,983-31.8% |
| Participation rate | 63.2% | 70.0%-6.9pp | 76.7%-13.5pp | 69.5%-6.4pp |
| Annual return | 17.17% | 17.33%-0.2pp | 388.13%-371.0pp | 25.83%-8.7pp |
| Employer contribution / active EE | $2,373 | $3,297-28.0% | $4,126-42.5% | $2,584-8.2% |
| Participant deferral / active EE | $4,782 | $4,152+15.2% | $5,247-8.9% | $4,194+14.0% |
| Admin fee / account holder | $4,802 | $8,722-44.9% | $11,799-59.3% | $7,856-38.9% |