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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 | $56,208 | $50,554+11.2% | $67,681-17.0% | $87,485-35.8% |
| Participation rate | 65.2% | 67.7%-2.5pp | 73.7%-8.5pp | 68.9%-3.7pp |
| Annual return | 16.20% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.9pp |
| Employer contribution / active EE | $1,165 | $1,988-41.4% | $2,678-56.5% | $2,596-55.1% |
| Participant deferral / active EE | $2,238 | $2,961-24.4% | $3,976-43.7% | $4,274-47.6% |
| Admin fee / account holder | $3,140 | $4,132-24.0% | $6,100-48.5% | $7,775-59.6% |