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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 | $56,630 | $111,535-49.2% | $105,223-46.2% | $137,256-58.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 80.0%-25.4pp |
| Annual return | 16.38% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,678 | $3,939-57.4% | $3,689-54.5% | $4,156-59.6% |
| Participant deferral / active EE | $2,991 | $5,500-45.6% | $5,072-41.0% | $6,407-53.3% |
| Admin fee / account holder | $1,254 | $9,721-87.1% | $8,859-85.8% | $12,270-89.8% |