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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 | $43,445 | $48,011-9.5% | $63,803-31.9% | $82,637-47.4% |
| Participation rate | 53.1% | 66.6%-13.5pp | 72.7%-19.6pp | 68.1%-15.0pp |
| Annual return | 13.78% | 19.84%-6.1pp | 543.72%-529.9pp | 53.51%-39.7pp |
| Employer contribution / active EE | $2,005 | $1,904+5.3% | $2,532-20.8% | $2,552-21.4% |
| Participant deferral / active EE | $1,894 | $2,846-33.5% | $3,843-50.7% | $4,126-54.1% |
| Admin fee / account holder | $3,154 | $3,873-18.6% | $5,196-39.3% | $7,339-57.0% |