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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 | $37,908 | $43,730-13.3% | $66,674-43.1% | $64,097-40.9% |
| Participation rate | 43.1% | 50.7%-7.6pp | 73.7%-30.6pp | 55.2%-12.1pp |
| Annual return | 17.55% | 53.62%-36.1pp | 321.24%-303.7pp | 34.64%-17.1pp |
| Employer contribution / active EE | $1,851 | $1,673+10.6% | $2,620-29.3% | $1,891-2.1% |
| Participant deferral / active EE | $3,100 | $2,122+46.1% | $4,084-24.1% | $3,080+0.7% |
| Admin fee / account holder | $4,901 | $2,708+81.0% | $5,098-3.9% | $3,454+41.9% |