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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 | $65,493 | $73,107-10.4% | $114,563-42.8% | $87,485-25.1% |
| Participation rate | 48.4% | 65.8%-17.4pp | 72.9%-24.5pp | 68.9%-20.5pp |
| Annual return | 18.92% | 19.47%-0.5pp | 241.09%-222.2pp | 26.06%-7.1pp |
| Employer contribution / active EE | $1,422 | $1,881-24.4% | $2,592-45.1% | $2,596-45.2% |
| Participant deferral / active EE | $4,897 | $3,144+55.8% | $4,142+18.2% | $4,274+14.6% |
| Admin fee / account holder | $3,773 | $5,770-34.6% | $7,623-50.5% | $7,775-51.5% |