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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 | $69,025 | $114,013-39.5% | $103,693-33.4% | $155,188-55.5% |
| Participation rate | 56.3% | 75.2%-18.9pp | 72.6%-16.4pp | 80.8%-24.6pp |
| Annual return | 18.69% | 49.31%-30.6pp | 47.61%-28.9pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,256 | $3,131-59.9% | $2,920-57.0% | $4,248-70.4% |
| Participant deferral / active EE | $4,934 | $4,970-0.7% | $4,579+7.7% | $6,531-24.5% |
| Admin fee / account holder | $863 | $8,407-89.7% | $7,858-89.0% | $14,480-94.0% |