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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 | $55,777 | $55,437+0.6% | $155,534-64.1% | $74,459-25.1% |
| Participation rate | 53.5% | 61.9%-8.4pp | 78.2%-24.7pp | 67.2%-13.7pp |
| Annual return | 21.35% | 269.58%-248.2pp | 64.92%-43.6pp | 1369.70%-1348.4pp |
| Employer contribution / active EE | $1,796 | $2,266-20.7% | $4,675-61.6% | $2,626-31.6% |
| Participant deferral / active EE | $3,582 | $2,837+26.2% | $5,630-36.4% | $4,350-17.7% |
| Admin fee / account holder | $3,434 | $1,742+97.1% | $15,900-78.4% | $1,945+76.6% |