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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 | $43,770 | $51,638-15.2% | $68,368-36.0% | $82,448-46.9% |
| Participation rate | 65.6% | 63.6%+2.0pp | 73.8%-8.1pp | 68.1%-2.4pp |
| Annual return | 15.60% | 37.53%-21.9pp | 292.57%-277.0pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,999 | $2,047-2.3% | $2,649-24.6% | $2,551-21.7% |
| Participant deferral / active EE | $3,032 | $2,914+4.1% | $4,123-26.5% | $4,139-26.8% |
| Admin fee / account holder | $1,963 | $4,643-57.7% | $5,150-61.9% | $7,234-72.9% |