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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 | $43,701 | $51,638-15.4% | $68,368-36.1% | $82,448-47.0% |
| Participation rate | 65.5% | 63.6%+1.9pp | 73.8%-8.2pp | 68.1%-2.6pp |
| Annual return | 19.36% | 37.53%-18.2pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,185 | $2,047+6.8% | $2,649-17.5% | $2,551-14.3% |
| Participant deferral / active EE | $3,116 | $2,914+6.9% | $4,123-24.4% | $4,139-24.7% |
| Admin fee / account holder | $1,682 | $4,643-63.8% | $5,150-67.3% | $7,234-76.8% |