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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 | $67,452 | $63,354+6.5% | $94,105-28.3% | $82,637-18.4% |
| Participation rate | 54.3% | 63.8%-9.5pp | 71.9%-17.7pp | 68.1%-13.8pp |
| Annual return | 16.87% | 34.36%-17.5pp | 204.55%-187.7pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,213 | $1,760-31.1% | $2,504-51.6% | $2,552-52.5% |
| Participant deferral / active EE | $3,381 | $2,873+17.7% | $3,881-12.9% | $4,126-18.0% |
| Admin fee / account holder | $1,885 | $5,073-62.8% | $6,199-69.6% | $7,339-74.3% |