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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 | $51,254 | $114,119-55.1% | $107,187-52.2% | $138,895-63.1% |
| Participation rate | 61.9% | 78.1%-16.2pp | 75.0%-13.1pp | 79.9%-18.0pp |
| Annual return | 15.75% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,687 | $4,059-58.4% | $3,782-55.4% | $4,194-59.8% |
| Participant deferral / active EE | $8,514 | $5,538+53.7% | $5,096+67.1% | $6,396+33.1% |
| Admin fee / account holder | $15,640 | $10,024+56.0% | $9,162+70.7% | $12,562+24.5% |