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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 | $54,689 | $50,554+8.2% | $67,681-19.2% | $87,485-37.5% |
| Participation rate | 48.4% | 67.7%-19.3pp | 73.7%-25.3pp | 68.9%-20.5pp |
| Annual return | 20.18% | 17.81%+2.4pp | 590.58%-570.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $1,504 | $1,988-24.4% | $2,678-43.9% | $2,596-42.1% |
| Participant deferral / active EE | $3,852 | $2,961+30.1% | $3,976-3.1% | $4,274-9.9% |
| Admin fee / account holder | $680 | $4,132-83.5% | $6,100-88.9% | $7,775-91.3% |