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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 | $61,125+8.2% | $94,057-29.7% | $87,485-24.4% |
| Participation rate | 43.6% | 64.1%-20.5pp | 73.3%-29.8pp | 68.9%-25.3pp |
| Annual return | 14.91% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $1,298 | $2,136-39.3% | $2,933-55.8% | $2,596-50.0% |
| Participant deferral / active EE | $3,545 | $3,260+8.7% | $4,709-24.7% | $4,274-17.0% |
| Admin fee / account holder | $1,804 | $5,629-67.9% | $7,244-75.1% | $7,775-76.8% |