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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 | $55,679 | $63,354-12.1% | $94,105-40.8% | $82,637-32.6% |
| Participation rate | 49.3% | 63.8%-14.6pp | 71.9%-22.7pp | 68.1%-18.8pp |
| Annual return | 19.95% | 34.36%-14.4pp | 204.55%-184.6pp | 53.51%-33.6pp |
| Employer contribution / active EE | $1,952 | $1,760+11.0% | $2,504-22.0% | $2,552-23.5% |
| Participant deferral / active EE | $4,390 | $2,873+52.8% | $3,881+13.1% | $4,126+6.4% |
| Admin fee / account holder | $1,010 | $5,073-80.1% | $6,199-83.7% | $7,339-86.2% |