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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 | $58,852 | $55,930+5.2% | $76,089-22.7% | $80,925-27.3% |
| Participation rate | 46.9% | 62.1%-15.2pp | 69.1%-22.2pp | 67.7%-20.8pp |
| Annual return | 11.74% | 20.58%-8.8pp | 360.94%-349.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,582 | $1,866-15.2% | $2,690-41.2% | $2,756-42.6% |
| Participant deferral / active EE | $1,910 | $3,051-37.4% | $4,259-55.2% | $4,299-55.6% |
| Admin fee / account holder | $1,688 | $5,241-67.8% | $6,418-73.7% | $6,940-75.7% |