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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 | $49,287 | $47,105+4.6% | $68,368-27.9% | $67,986-27.5% |
| Participation rate | 6.3% | 51.8%-45.5pp | 73.8%-67.5pp | 57.2%-51.0pp |
| Annual return | 16.88% | 48.37%-31.5pp | 292.57%-275.7pp | 31.67%-14.8pp |
| Employer contribution / active EE | $1,437 | $1,859-22.7% | $2,649-45.7% | $2,019-28.8% |
| Participant deferral / active EE | $2,048 | $2,374-13.7% | $4,123-50.3% | $3,358-39.0% |
| Admin fee / account holder | $2,414 | $2,435-0.9% | $5,150-53.1% | $3,203-24.7% |