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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 | $65,350 | $51,638+26.6% | $68,368-4.4% | $82,448-20.7% |
| Participation rate | 59.6% | 63.6%-4.0pp | 73.8%-14.2pp | 68.1%-8.5pp |
| Annual return | 17.62% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $1,870 | $2,047-8.6% | $2,649-29.4% | $2,551-26.7% |
| Participant deferral / active EE | $5,087 | $2,914+74.6% | $4,123+23.4% | $4,139+22.9% |
| Admin fee / account holder | $12,476 | $4,643+168.7% | $5,150+142.3% | $7,234+72.5% |