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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 | $55,296 | $51,638+7.1% | $68,368-19.1% | $82,448-32.9% |
| Participation rate | 66.1% | 63.6%+2.5pp | 73.8%-7.7pp | 68.1%-2.0pp |
| Annual return | 18.87% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,253 | $2,047-38.8% | $2,649-52.7% | $2,551-50.9% |
| Participant deferral / active EE | $2,576 | $2,914-11.6% | $4,123-37.5% | $4,139-37.8% |
| Admin fee / account holder | $1,718 | $4,643-63.0% | $5,150-66.6% | $7,234-76.2% |