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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 | $49,976+10.6% | $66,674-17.1% | $82,637-33.1% |
| Participation rate | 66.1% | 63.1%+3.0pp | 73.7%-7.6pp | 68.1%-2.0pp |
| Annual return | 18.87% | 39.09%-20.2pp | 321.24%-302.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $1,253 | $1,988-37.0% | $2,620-52.2% | $2,552-50.9% |
| Participant deferral / active EE | $2,576 | $2,847-9.5% | $4,084-36.9% | $4,126-37.6% |
| Admin fee / account holder | $1,718 | $4,594-62.6% | $5,098-66.3% | $7,339-76.6% |