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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 | $21,137 | $59,123-64.2% | $77,183-72.6% | $75,181-71.9% |
| Participation rate | 56.4% | 63.9%-7.5pp | 69.6%-13.2pp | 67.2%-10.8pp |
| Annual return | 55.72% | 26.72%+29.0pp | 37.89%+17.8pp | 160.69%-105.0pp |
| Employer contribution / active EE | $1,347 | $1,996-32.5% | $2,534-46.8% | $2,671-49.6% |
| Participant deferral / active EE | $2,699 | $2,999-10.0% | $3,833-29.6% | $4,126-34.6% |
| Admin fee / account holder | $1,036 | $4,776-78.3% | $5,475-81.1% | $5,650-81.7% |