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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 | $50,438 | $114,119-55.8% | $107,187-52.9% | $138,895-63.7% |
| Participation rate | 35.7% | 78.1%-42.4pp | 75.0%-39.3pp | 79.9%-44.2pp |
| Annual return | 17.34% | 273.21%-255.9pp | 204.55%-187.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,090 | $4,059-73.1% | $3,782-71.2% | $4,194-74.0% |
| Participant deferral / active EE | $2,253 | $5,538-59.3% | $5,096-55.8% | $6,396-64.8% |
| Admin fee / account holder | $1,062 | $10,024-89.4% | $9,162-88.4% | $12,562-91.5% |