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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 | $67,820 | $49,896+35.9% | $80,627-15.9% | $75,173-9.8% |
| Participation rate | 35.6% | 55.3%-19.8pp | 67.0%-31.5pp | 67.2%-31.6pp |
| Annual return | 15.83% | 34.67%-18.8pp | 936.76%-920.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $1,562 | $1,699-8.1% | $2,723-42.6% | $2,671-41.5% |
| Participant deferral / active EE | $3,185 | $2,992+6.5% | $4,443-28.3% | $4,126-22.8% |
| Admin fee / account holder | $5,567 | $3,578+55.6% | $5,381+3.5% | $5,651-1.5% |