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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 | $51,508 | $50,554+1.9% | $67,681-23.9% | $87,485-41.1% |
| Participation rate | 57.3% | 67.7%-10.4pp | 73.7%-16.4pp | 68.9%-11.6pp |
| Annual return | 15.50% | 17.81%-2.3pp | 590.58%-575.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,897 | $1,988-4.6% | $2,678-29.2% | $2,596-27.0% |
| Participant deferral / active EE | $3,887 | $2,961+31.3% | $3,976-2.2% | $4,274-9.0% |
| Admin fee / account holder | $1,596 | $4,132-61.4% | $6,100-73.8% | $7,775-79.5% |