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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 | $52,829 | $111,535-52.6% | $105,223-49.8% | $137,256-61.5% |
| Participation rate | 58.3% | 78.1%-19.8pp | 75.0%-16.7pp | 80.0%-21.6pp |
| Annual return | 16.75% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,022 | $3,939-48.7% | $3,689-45.2% | $4,156-51.3% |
| Participant deferral / active EE | $5,900 | $5,500+7.3% | $5,072+16.3% | $6,407-7.9% |
| Admin fee / account holder | $544 | $9,721-94.4% | $8,859-93.9% | $12,270-95.6% |