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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 | $73,438 | $114,119-35.6% | $107,187-31.5% | $138,895-47.1% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.0%-27.4pp | 79.9%-32.3pp |
| Annual return | 13.70% | 273.21%-259.5pp | 204.55%-190.8pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,209 | $4,059-70.2% | $3,782-68.0% | $4,194-71.2% |
| Participant deferral / active EE | $4,279 | $5,538-22.7% | $5,096-16.0% | $6,396-33.1% |
| Admin fee / account holder | $3,312 | $10,024-67.0% | $9,162-63.9% | $12,562-73.6% |