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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 | $51,638+1.7% | $68,368-23.2% | $82,448-36.3% |
| Participation rate | 65.5% | 63.6%+1.9pp | 73.8%-8.2pp | 68.1%-2.6pp |
| Annual return | 16.90% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,670 | $2,047-18.4% | $2,649-36.9% | $2,551-34.5% |
| Participant deferral / active EE | $3,516 | $2,914+20.7% | $4,123-14.7% | $4,139-15.1% |
| Admin fee / account holder | $587 | $4,643-87.4% | $5,150-88.6% | $7,234-91.9% |