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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 | $53,330 | $51,638+3.3% | $68,368-22.0% | $82,448-35.3% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 16.37% | 37.53%-21.2pp | 292.57%-276.2pp | 41.64%-25.3pp |
| Employer contribution / active EE | $785 | $2,047-61.6% | $2,649-70.4% | $2,551-69.2% |
| Participant deferral / active EE | $1,099 | $2,914-62.3% | $4,123-73.4% | $4,139-73.5% |
| Admin fee / account holder | $4,673 | $4,643+0.6% | $5,150-9.3% | $7,234-35.4% |