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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 | $57,521 | $53,063+8.4% | $124,206-53.7% | $82,637-30.4% |
| Participation rate | 29.2% | 58.4%-29.2pp | 69.6%-40.4pp | 68.1%-38.9pp |
| Annual return | 21.71% | 68.87%-47.2pp | 515.27%-493.6pp | 53.51%-31.8pp |
| Employer contribution / active EE | $1,227 | $1,530-19.8% | $3,540-65.3% | $2,552-51.9% |
| Participant deferral / active EE | $2,787 | $2,644+5.4% | $3,968-29.8% | $4,126-32.5% |
| Admin fee / account holder | $425 | $4,281-90.1% | $5,929-92.8% | $7,339-94.2% |