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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 | $56,634 | $51,638+9.7% | $68,368-17.2% | $82,448-31.3% |
| Participation rate | 53.3% | 63.6%-10.3pp | 73.8%-20.4pp | 68.1%-14.7pp |
| Annual return | 29.99% | 37.53%-7.5pp | 292.57%-262.6pp | 41.64%-11.7pp |
| Employer contribution / active EE | $1,065 | $2,047-48.0% | $2,649-59.8% | $2,551-58.3% |
| Participant deferral / active EE | $2,240 | $2,914-23.1% | $4,123-45.7% | $4,139-45.9% |
| Admin fee / account holder | $3,301 | $4,643-28.9% | $5,150-35.9% | $7,234-54.4% |