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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 | $77,221 | $51,638+49.5% | $68,368+12.9% | $82,448-6.3% |
| Participation rate | 54.1% | 63.6%-9.6pp | 73.8%-19.7pp | 68.1%-14.0pp |
| Annual return | 17.20% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,026 | $2,047-49.9% | $2,649-61.3% | $2,551-59.8% |
| Participant deferral / active EE | $1,851 | $2,914-36.5% | $4,123-55.1% | $4,139-55.3% |
| Admin fee / account holder | $1,559 | $4,643-66.4% | $5,150-69.7% | $7,234-78.5% |