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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 | $64,852 | $78,428-17.3% | $95,960-32.4% | $79,852-18.8% |
| Participation rate | 58.0% | 73.5%-15.5pp | 77.1%-19.1pp | 69.6%-11.7pp |
| Annual return | 19.73% | 19.37%+0.4pp | 91.63%-71.9pp | 31.72%-12.0pp |
| Employer contribution / active EE | $1,561 | $1,945-19.7% | $2,541-38.6% | $2,471-36.8% |
| Participant deferral / active EE | $4,719 | $3,440+37.2% | $4,167+13.2% | $3,740+26.2% |
| Admin fee / account holder | $12,935 | $5,622+130.1% | $6,797+90.3% | $5,306+143.8% |