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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 | $58,350 | $49,976+16.8% | $66,674-12.5% | $82,637-29.4% |
| Participation rate | 51.7% | 63.1%-11.4pp | 73.7%-21.9pp | 68.1%-16.3pp |
| Annual return | 17.01% | 39.09%-22.1pp | 321.24%-304.2pp | 53.51%-36.5pp |
| Employer contribution / active EE | $2,085 | $1,988+4.9% | $2,620-20.4% | $2,552-18.3% |
| Participant deferral / active EE | $3,546 | $2,847+24.6% | $4,084-13.2% | $4,126-14.1% |
| Admin fee / account holder | $8,798 | $4,594+91.5% | $5,098+72.6% | $7,339+19.9% |