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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 | $55,466 | $48,337+14.7% | $67,560-17.9% | $80,959-31.5% |
| Participation rate | 52.3% | 66.4%-14.2pp | 72.9%-20.7pp | 67.7%-15.4pp |
| Annual return | 12.36% | 18.26%-5.9pp | 3533.50%-3521.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $422 | $2,023-79.1% | $2,737-84.6% | $2,757-84.7% |
| Participant deferral / active EE | $2,920 | $2,928-0.3% | $4,004-27.1% | $4,300-32.1% |
| Admin fee / account holder | $2,134 | $3,695-42.3% | $3,994-46.6% | $6,925-69.2% |