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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 | $70,272 | $114,119-38.4% | $107,187-34.4% | $138,895-49.4% |
| Participation rate | 69.2% | 78.1%-8.8pp | 75.0%-5.8pp | 79.9%-10.7pp |
| Annual return | 20.13% | 273.21%-253.1pp | 204.55%-184.4pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,601 | $4,059-60.6% | $3,782-57.7% | $4,194-61.8% |
| Participant deferral / active EE | $2,505 | $5,538-54.8% | $5,096-50.8% | $6,396-60.8% |
| Admin fee / account holder | $6,428 | $10,024-35.9% | $9,162-29.8% | $12,562-48.8% |