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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 | $49,552 | $73,107-32.2% | $114,563-56.7% | $87,485-43.4% |
| Participation rate | 57.7% | 65.8%-8.1pp | 72.9%-15.2pp | 68.9%-11.2pp |
| Annual return | 44.46% | 19.47%+25.0pp | 241.09%-196.6pp | 26.06%+18.4pp |
| Employer contribution / active EE | $1,692 | $1,881-10.0% | $2,592-34.7% | $2,596-34.8% |
| Participant deferral / active EE | $4,069 | $3,144+29.4% | $4,142-1.8% | $4,274-4.8% |
| Admin fee / account holder | $1,042 | $5,770-81.9% | $7,623-86.3% | $7,775-86.6% |