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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 | $46,327 | $63,354-26.9% | $94,105-50.8% | $82,637-43.9% |
| Participation rate | 57.9% | 63.8%-5.9pp | 71.9%-14.0pp | 68.1%-10.2pp |
| Annual return | 21.15% | 34.36%-13.2pp | 204.55%-183.4pp | 53.51%-32.4pp |
| Employer contribution / active EE | $2,179 | $1,760+23.8% | $2,504-13.0% | $2,552-14.6% |
| Participant deferral / active EE | $3,388 | $2,873+17.9% | $3,881-12.7% | $4,126-17.9% |
| Admin fee / account holder | $2,724 | $5,073-46.3% | $6,199-56.1% | $7,339-62.9% |