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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 | $45,441 | $49,976-9.1% | $66,674-31.8% | $82,637-45.0% |
| Participation rate | 58.3% | 63.1%-4.8pp | 73.7%-15.3pp | 68.1%-9.7pp |
| Annual return | 17.63% | 39.09%-21.5pp | 321.24%-303.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $1,555 | $1,988-21.8% | $2,620-40.7% | $2,552-39.1% |
| Participant deferral / active EE | $4,275 | $2,847+50.2% | $4,084+4.7% | $4,126+3.6% |
| Admin fee / account holder | $538 | $4,594-88.3% | $5,098-89.4% | $7,339-92.7% |