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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 | $56,063+43.5% | $76,051+5.7% | $80,911-0.6% |
| Participation rate | 53.8% | 62.0%-8.2pp | 69.1%-15.2pp | 67.6%-13.8pp |
| Annual return | 19.69% | 20.54%-0.9pp | 360.42%-340.7pp | 35.63%-15.9pp |
| Employer contribution / active EE | $1,114 | $1,874-40.6% | $2,690-58.6% | $2,756-59.6% |
| Participant deferral / active EE | $2,609 | $3,052-14.5% | $4,257-38.7% | $4,297-39.3% |
| Admin fee / account holder | $2,451 | $5,240-53.2% | $6,416-61.8% | $6,935-64.7% |