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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 | $125,778-44.9% | $114,563-39.5% | $154,746-55.2% |
| Participation rate | 47.1% | 75.2%-28.1pp | 72.9%-25.8pp | 80.7%-33.6pp |
| Annual return | 16.79% | 295.14%-278.4pp | 241.09%-224.3pp | 172.34%-155.6pp |
| Employer contribution / active EE | $3,130 | $2,806+11.6% | $2,592+20.8% | $4,379-28.5% |
| Participant deferral / active EE | $4,569 | $4,445+2.8% | $4,142+10.3% | $6,730-32.1% |
| Admin fee / account holder | $835 | $8,190-89.8% | $7,623-89.0% | $14,365-94.2% |