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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 | $53,723 | $88,672-39.4% | $105,223-48.9% | $82,448-34.8% |
| Participation rate | 54.2% | 67.9%-13.8pp | 75.0%-20.9pp | 68.1%-13.9pp |
| Annual return | 18.98% | 30.86%-11.9pp | 180.65%-161.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,692 | $3,048-11.7% | $3,689-27.0% | $2,551+5.5% |
| Participant deferral / active EE | $3,223 | $4,036-20.1% | $5,072-36.5% | $4,139-22.1% |
| Admin fee / account holder | $2,646 | $7,146-63.0% | $8,859-70.1% | $7,234-63.4% |