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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 | $57,579 | $56,110+2.6% | $94,993-39.4% | $70,131-17.9% |
| Participation rate | 53.3% | 65.0%-11.7pp | 73.9%-20.6pp | 69.5%-16.2pp |
| Annual return | 92.32% | 51.02%+41.3pp | 27.12%+65.2pp | 73.14%+19.2pp |
| Employer contribution / active EE | $1,069 | $1,442-25.9% | $2,603-58.9% | $2,342-54.4% |
| Participant deferral / active EE | $2,794 | $2,391+16.8% | $3,317-15.8% | $3,332-16.1% |
| Admin fee / account holder | $2,269 | $3,456-34.3% | $4,960-54.3% | $4,645-51.2% |