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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 | $31,313 | $111,535-71.9% | $105,223-70.2% | $137,256-77.2% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 16.73% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,768 | $3,939-55.1% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $3,367 | $5,500-38.8% | $5,072-33.6% | $6,407-47.4% |
| Admin fee / account holder | $4,185 | $9,721-57.0% | $8,859-52.8% | $12,270-65.9% |