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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 | $66,132 | $49,976+32.3% | $66,674-0.8% | $82,637-20.0% |
| Participation rate | 43.6% | 63.1%-19.5pp | 73.7%-30.1pp | 68.1%-24.5pp |
| Annual return | 14.91% | 39.09%-24.2pp | 321.24%-306.3pp | 53.51%-38.6pp |
| Employer contribution / active EE | $1,298 | $1,988-34.7% | $2,620-50.5% | $2,552-49.2% |
| Participant deferral / active EE | $3,545 | $2,847+24.5% | $4,084-13.2% | $4,126-14.1% |
| Admin fee / account holder | $1,804 | $4,594-60.7% | $5,098-64.6% | $7,339-75.4% |