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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 | $48,011+8.0% | $63,803-18.7% | $82,637-37.3% |
| Participation rate | 37.0% | 66.6%-29.6pp | 72.7%-35.7pp | 68.1%-31.1pp |
| Annual return | 16.18% | 19.84%-3.7pp | 543.72%-527.5pp | 53.51%-37.3pp |
| Employer contribution / active EE | $1,891 | $1,904-0.7% | $2,532-25.3% | $2,552-25.9% |
| Participant deferral / active EE | $3,172 | $2,846+11.4% | $3,843-17.5% | $4,126-23.1% |
| Admin fee / account holder | $10,842 | $3,873+179.9% | $5,196+108.6% | $7,339+47.7% |