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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 | $56,994 | $49,976+14.0% | $66,674-14.5% | $82,637-31.0% |
| Participation rate | 46.5% | 63.1%-16.6pp | 73.7%-27.2pp | 68.1%-21.6pp |
| Annual return | 16.75% | 39.09%-22.3pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $1,198 | $1,988-39.7% | $2,620-54.3% | $2,552-53.1% |
| Participant deferral / active EE | $2,523 | $2,847-11.4% | $4,084-38.2% | $4,126-38.8% |
| Admin fee / account holder | $5,047 | $4,594+9.9% | $5,098-1.0% | $7,339-31.2% |