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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 | $69,256 | $101,618-31.8% | $93,063-25.6% | $137,256-49.5% |
| Participation rate | 47.1% | 74.9%-27.9pp | 72.1%-25.1pp | 80.0%-32.9pp |
| Annual return | 16.79% | 223.95%-207.2pp | 34.15%-17.4pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,130 | $2,707+15.6% | $2,476+26.4% | $4,156-24.7% |
| Participant deferral / active EE | $4,569 | $4,279+6.8% | $3,958+15.4% | $6,407-28.7% |
| Admin fee / account holder | $835 | $6,198-86.5% | $6,033-86.2% | $12,270-93.2% |