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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 | $40,766 | $49,976-18.4% | $66,674-38.9% | $82,637-50.7% |
| Participation rate | 65.3% | 63.1%+2.2pp | 73.7%-8.4pp | 68.1%-2.8pp |
| Annual return | 14.74% | 39.09%-24.4pp | 321.24%-306.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $711 | $1,988-64.3% | $2,620-72.9% | $2,552-72.2% |
| Participant deferral / active EE | $2,375 | $2,847-16.6% | $4,084-41.8% | $4,126-42.4% |
| Admin fee / account holder | $2,627 | $4,594-42.8% | $5,098-48.5% | $7,339-64.2% |