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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 | $44,054 | $51,638-14.7% | $68,368-35.6% | $82,448-46.6% |
| Participation rate | 62.7% | 63.6%-0.9pp | 73.8%-11.1pp | 68.1%-5.4pp |
| Annual return | 13.46% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,225 | $2,047-40.1% | $2,649-53.7% | $2,551-52.0% |
| Participant deferral / active EE | $4,935 | $2,914+69.4% | $4,123+19.7% | $4,139+19.2% |
| Admin fee / account holder | $1,156 | $4,643-75.1% | $5,150-77.5% | $7,234-84.0% |