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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 | $60,185 | $50,554+19.1% | $67,681-11.1% | $87,485-31.2% |
| Participation rate | 53.8% | 67.7%-13.9pp | 73.7%-19.9pp | 68.9%-15.1pp |
| Annual return | 15.13% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,693 | $1,988-14.9% | $2,678-36.8% | $2,596-34.8% |
| Participant deferral / active EE | $3,648 | $2,961+23.2% | $3,976-8.2% | $4,274-14.6% |
| Admin fee / account holder | $10,768 | $4,132+160.6% | $6,100+76.5% | $7,775+38.5% |