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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 | $78,208 | $51,638+51.5% | $68,368+14.4% | $82,448-5.1% |
| Participation rate | 53.6% | 63.6%-10.0pp | 73.8%-20.2pp | 68.1%-14.5pp |
| Annual return | 16.69% | 37.53%-20.8pp | 292.57%-275.9pp | 41.64%-24.9pp |
| Employer contribution / active EE | $1,393 | $2,047-31.9% | $2,649-47.4% | $2,551-45.4% |
| Participant deferral / active EE | $2,753 | $2,914-5.5% | $4,123-33.2% | $4,139-33.5% |
| Admin fee / account holder | $2,131 | $4,643-54.1% | $5,150-58.6% | $7,234-70.5% |