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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 | $56,661 | $48,432+17.0% | $121,204-53.3% | $71,511-20.8% |
| Participation rate | 52.0% | 54.3%-2.3pp | 69.5%-17.5pp | 67.9%-15.9pp |
| Annual return | 18.03% | 23.28%-5.3pp | 987.18%-969.2pp | 28.86%-10.8pp |
| Employer contribution / active EE | $1,462 | $1,493-2.0% | $4,170-64.9% | $2,589-43.5% |
| Participant deferral / active EE | $1,749 | $2,756-36.5% | $4,083-57.2% | $4,291-59.2% |
| Admin fee / account holder | $2,276 | $1,845+23.4% | $5,651-59.7% | $1,588+43.3% |