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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 | $71,556 | $78,707-9.1% | $117,861-39.3% | $70,126+2.0% |
| Participation rate | 51.9% | 73.2%-21.3pp | 79.7%-27.8pp | 69.5%-17.7pp |
| Annual return | 21.83% | 23.30%-1.5pp | 335.11%-313.3pp | 73.15%-51.3pp |
| Employer contribution / active EE | $1,848 | $2,223-16.9% | $3,786-51.2% | $2,343-21.1% |
| Participant deferral / active EE | $4,641 | $3,297+40.7% | $4,482+3.5% | $3,332+39.3% |
| Admin fee / account holder | $1,459 | $5,066-71.2% | $8,021-81.8% | $4,645-68.6% |