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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 | $57,571 | $48,011+19.9% | $63,803-9.8% | $82,637-30.3% |
| Participation rate | 51.4% | 66.6%-15.1pp | 72.7%-21.3pp | 68.1%-16.6pp |
| Annual return | 18.83% | 19.84%-1.0pp | 543.72%-524.9pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,366 | $1,904-28.2% | $2,532-46.1% | $2,552-46.5% |
| Participant deferral / active EE | $3,859 | $2,846+35.6% | $3,843+0.4% | $4,126-6.5% |
| Admin fee / account holder | $1,062 | $3,873-72.6% | $5,196-79.6% | $7,339-85.5% |