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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 | $52,493 | $61,125-14.1% | $94,057-44.2% | $87,485-40.0% |
| Participation rate | 65.5% | 64.1%+1.5pp | 73.3%-7.8pp | 68.9%-3.4pp |
| Annual return | 16.90% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,670 | $2,136-21.8% | $2,933-43.0% | $2,596-35.7% |
| Participant deferral / active EE | $3,516 | $3,260+7.8% | $4,709-25.4% | $4,274-17.7% |
| Admin fee / account holder | $587 | $5,629-89.6% | $7,244-91.9% | $7,775-92.4% |