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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 | $51,841 | $51,184+1.3% | $66,439-22.0% | $86,983-40.4% |
| Participation rate | 37.0% | 68.5%-31.5pp | 74.5%-37.5pp | 69.5%-32.6pp |
| Annual return | 16.18% | 17.07%-0.9pp | 757.66%-741.5pp | 25.83%-9.7pp |
| Employer contribution / active EE | $1,891 | $2,023-6.5% | $2,637-28.3% | $2,584-26.8% |
| Participant deferral / active EE | $3,172 | $2,927+8.3% | $3,876-18.2% | $4,194-24.4% |
| Admin fee / account holder | $10,842 | $4,154+161.0% | $6,173+75.6% | $7,856+38.0% |