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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 | $55,117 | $114,119-51.7% | $107,187-48.6% | $138,895-60.3% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 13.95% | 273.21%-259.3pp | 204.55%-190.6pp | 145.39%-131.4pp |
| Employer contribution / active EE | $3,382 | $4,059-16.7% | $3,782-10.6% | $4,194-19.4% |
| Participant deferral / active EE | $9,925 | $5,538+79.2% | $5,096+94.8% | $6,396+55.2% |
| Admin fee / account holder | $9,587 | $10,024-4.4% | $9,162+4.6% | $12,562-23.7% |