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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 | $51,920 | $53,128-2.3% | $86,581-40.0% | $70,124-26.0% |
| Participation rate | 47.4% | 65.3%-17.9pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 18.68% | 27.66%-9.0pp | 965.06%-946.4pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,052 | $2,068-0.8% | $2,840-27.7% | $2,342-12.4% |
| Participant deferral / active EE | $2,873 | $2,695+6.6% | $3,609-20.4% | $3,332-13.8% |
| Admin fee / account holder | $2,391 | $3,584-33.3% | $4,904-51.2% | $4,645-48.5% |