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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 | $59,311 | $58,275+1.8% | $81,844-27.5% | $80,935-26.7% |
| Participation rate | 49.2% | 63.5%-14.3pp | 72.4%-23.2pp | 67.7%-18.5pp |
| Annual return | 13.54% | 41.82%-28.3pp | 778.87%-765.3pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,400 | $2,346-40.3% | $2,916-52.0% | $2,757-49.2% |
| Participant deferral / active EE | $2,905 | $3,285-11.6% | $4,323-32.8% | $4,299-32.4% |
| Admin fee / account holder | $5,457 | $4,749+14.9% | $7,355-25.8% | $6,924-21.2% |