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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 | $52,947 | $86,288-38.6% | $111,306-52.4% | $85,851-38.3% |
| Participation rate | 56.0% | 73.3%-17.3pp | 77.3%-21.3pp | 69.3%-13.3pp |
| Annual return | 16.40% | 19.99%-3.6pp | 54.67%-38.3pp | 318.63%-302.2pp |
| Employer contribution / active EE | $1,541 | $2,044-24.6% | $2,732-43.6% | $2,565-39.9% |
| Participant deferral / active EE | $3,451 | $3,641-5.2% | $4,488-23.1% | $3,952-12.7% |
| Admin fee / account holder | $3,559 | $8,189-56.5% | $7,966-55.3% | $6,261-43.1% |