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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 | $52,043 | $48,011+8.4% | $63,803-18.4% | $82,637-37.0% |
| Participation rate | 42.9% | 66.6%-23.7pp | 72.7%-29.8pp | 68.1%-25.2pp |
| Annual return | 14.50% | 19.84%-5.3pp | 543.72%-529.2pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,046 | $1,904-45.1% | $2,532-58.7% | $2,552-59.0% |
| Participant deferral / active EE | $2,767 | $2,846-2.8% | $3,843-28.0% | $4,126-32.9% |
| Admin fee / account holder | $4,134 | $3,873+6.7% | $5,196-20.4% | $7,339-43.7% |