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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 | $80,423 | $55,930+43.8% | $76,089+5.7% | $80,925-0.6% |
| Participation rate | 53.8% | 62.1%-8.2pp | 69.1%-15.2pp | 67.7%-13.8pp |
| Annual return | 19.69% | 20.58%-0.9pp | 360.94%-341.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $1,114 | $1,866-40.3% | $2,690-58.6% | $2,756-59.6% |
| Participant deferral / active EE | $2,609 | $3,051-14.5% | $4,259-38.7% | $4,299-39.3% |
| Admin fee / account holder | $2,451 | $5,241-53.2% | $6,418-61.8% | $6,940-64.7% |