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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 | $52,068 | $49,896+4.4% | $80,627-35.4% | $75,173-30.7% |
| Participation rate | 38.3% | 55.3%-17.0pp | 67.0%-28.7pp | 67.2%-28.9pp |
| Annual return | 21.75% | 34.67%-12.9pp | 936.76%-915.0pp | 160.72%-139.0pp |
| Employer contribution / active EE | $1,310 | $1,699-22.9% | $2,723-51.9% | $2,671-51.0% |
| Participant deferral / active EE | $2,838 | $2,992-5.1% | $4,443-36.1% | $4,126-31.2% |
| Admin fee / account holder | $2,760 | $3,578-22.9% | $5,381-48.7% | $5,651-51.2% |