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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 | $58,765 | $114,119-48.5% | $107,187-45.2% | $138,895-57.7% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 79.9%-25.8pp |
| Annual return | 13.12% | 273.21%-260.1pp | 204.55%-191.4pp | 145.39%-132.3pp |
| Employer contribution / active EE | $1,317 | $4,059-67.6% | $3,782-65.2% | $4,194-68.6% |
| Participant deferral / active EE | $1,813 | $5,538-67.3% | $5,096-64.4% | $6,396-71.7% |
| Admin fee / account holder | $1,159 | $10,024-88.4% | $9,162-87.3% | $12,562-90.8% |