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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 | $56,203 | $111,535-49.6% | $105,223-46.6% | $137,256-59.1% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.0%-22.4pp | 80.0%-27.3pp |
| Annual return | 20.18% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,966 | $3,939-50.1% | $3,689-46.7% | $4,156-52.7% |
| Participant deferral / active EE | $3,444 | $5,500-37.4% | $5,072-32.1% | $6,407-46.2% |
| Admin fee / account holder | $531 | $9,721-94.5% | $8,859-94.0% | $12,270-95.7% |