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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 | $48,027 | $58,828-18.4% | $78,002-38.4% | $62,881-23.6% |
| Participation rate | 69.7% | 71.1%-1.4pp | 75.5%-5.8pp | 69.3%+0.4pp |
| Annual return | 4.88% | 17.16%-12.3pp | 425.99%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,463 | $1,672-12.5% | $2,470-40.8% | $2,281-35.9% |
| Participant deferral / active EE | $2,586 | $2,686-3.7% | $3,497-26.1% | $3,203-19.3% |
| Admin fee / account holder | $1,102 | $4,393-74.9% | $5,481-79.9% | $4,296-74.4% |