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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 | $60,434 | $49,976+20.9% | $66,674-9.4% | $82,637-26.9% |
| Participation rate | 46.2% | 63.1%-16.9pp | 73.7%-27.5pp | 68.1%-21.9pp |
| Annual return | 18.44% | 39.09%-20.7pp | 321.24%-302.8pp | 53.51%-35.1pp |
| Employer contribution / active EE | $1,879 | $1,988-5.5% | $2,620-28.3% | $2,552-26.4% |
| Participant deferral / active EE | $5,655 | $2,847+98.6% | $4,084+38.5% | $4,126+37.0% |
| Admin fee / account holder | $4,055 | $4,594-11.7% | $5,098-20.5% | $7,339-44.7% |