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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 | $49,861 | $125,193-60.2% | $105,591-52.8% | $145,978-65.8% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.5pp |
| Annual return | 12.09% | 225.53%-213.4pp | 116.43%-104.3pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,520 | $3,718-59.1% | $3,166-52.0% | $4,662-67.4% |
| Participant deferral / active EE | $8,789 | $5,708+54.0% | $5,008+75.5% | $6,690+31.4% |
| Admin fee / account holder | $2,922 | $17,277-83.1% | $11,024-73.5% | $13,400-78.2% |