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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 | $60,758 | $58,241+4.3% | $81,780-25.7% | $80,911-24.9% |
| Participation rate | 23.7% | 63.4%-39.7pp | 72.4%-48.6pp | 67.6%-43.9pp |
| Annual return | 17.78% | 41.73%-23.9pp | 776.27%-758.5pp | 35.63%-17.8pp |
| Employer contribution / active EE | $1,358 | $2,343-42.0% | $2,914-53.4% | $2,756-50.7% |
| Participant deferral / active EE | $2,624 | $3,283-20.1% | $4,321-39.3% | $4,297-38.9% |
| Admin fee / account holder | $3,798 | $4,973-23.6% | $7,384-48.6% | $6,935-45.2% |