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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 | $111,535-47.3% | $105,223-44.2% | $137,256-57.2% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 13.12% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,317 | $3,939-66.6% | $3,689-64.3% | $4,156-68.3% |
| Participant deferral / active EE | $1,813 | $5,500-67.0% | $5,072-64.3% | $6,407-71.7% |
| Admin fee / account holder | $1,159 | $9,721-88.1% | $8,859-86.9% | $12,270-90.6% |