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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 | $62,322 | $51,638+20.7% | $68,368-8.8% | $82,448-24.4% |
| Participation rate | 48.3% | 63.6%-15.3pp | 73.8%-25.4pp | 68.1%-19.7pp |
| Annual return | 16.94% | 37.53%-20.6pp | 292.57%-275.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,769 | $2,047-13.6% | $2,649-33.2% | $2,551-30.6% |
| Participant deferral / active EE | $3,216 | $2,914+10.4% | $4,123-22.0% | $4,139-22.3% |
| Admin fee / account holder | $1,757 | $4,643-62.2% | $5,150-65.9% | $7,234-75.7% |