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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 | $68,603 | $55,902+22.7% | $76,030-9.8% | $80,959-15.3% |
| Participation rate | 42.9% | 62.1%-19.2pp | 69.1%-26.2pp | 67.7%-24.8pp |
| Annual return | 20.39% | 20.59%-0.2pp | 361.54%-341.1pp | 35.67%-15.3pp |
| Employer contribution / active EE | $1,555 | $1,867-16.7% | $2,688-42.1% | $2,757-43.6% |
| Participant deferral / active EE | $3,120 | $3,051+2.3% | $4,257-26.7% | $4,300-27.4% |
| Admin fee / account holder | $4,352 | $5,239-16.9% | $6,421-32.2% | $6,925-37.2% |