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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 | $71,827 | $50,554+42.1% | $67,681+6.1% | $87,485-17.9% |
| Participation rate | 51.5% | 67.7%-16.2pp | 73.7%-22.2pp | 68.9%-17.4pp |
| Annual return | 11.62% | 17.81%-6.2pp | 590.58%-579.0pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,140 | $1,988-42.7% | $2,678-57.4% | $2,596-56.1% |
| Participant deferral / active EE | $2,650 | $2,961-10.5% | $3,976-33.3% | $4,274-38.0% |
| Admin fee / account holder | $4,937 | $4,132+19.5% | $6,100-19.1% | $7,775-36.5% |