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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 | $55,781 | $69,118-19.3% | $53,647+4.0% | $138,895-59.8% |
| Participation rate | 28.6% | 64.0%-35.4pp | 56.3%-27.7pp | 79.9%-51.3pp |
| Annual return | 20.47% | 248.26%-227.8pp | 358.33%-337.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $1,202 | $1,189+1.0% | $962+24.9% | $4,194-71.3% |
| Participant deferral / active EE | $1,999 | $2,274-12.1% | $1,813+10.2% | $6,396-68.7% |
| Admin fee / account holder | $1,265 | $2,724-53.5% | $2,460-48.6% | $12,562-89.9% |