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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 | $60,345 | $63,354-4.7% | $94,105-35.9% | $82,637-27.0% |
| Participation rate | 49.3% | 63.8%-14.5pp | 71.9%-22.6pp | 68.1%-18.7pp |
| Annual return | 19.30% | 34.36%-15.1pp | 204.55%-185.3pp | 53.51%-34.2pp |
| Employer contribution / active EE | $1,528 | $1,760-13.1% | $2,504-39.0% | $2,552-40.1% |
| Participant deferral / active EE | $2,659 | $2,873-7.5% | $3,881-31.5% | $4,126-35.6% |
| Admin fee / account holder | $3,530 | $5,073-30.4% | $6,199-43.1% | $7,339-51.9% |