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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 | $58,108 | $83,369-30.3% | $105,223-44.8% | $67,986-14.5% |
| Participation rate | 57.9% | 56.3%+1.6pp | 75.0%-17.2pp | 57.2%+0.6pp |
| Annual return | 17.63% | 24.64%-7.0pp | 180.65%-163.0pp | 31.67%-14.0pp |
| Employer contribution / active EE | $1,728 | $2,541-32.0% | $3,689-53.1% | $2,019-14.4% |
| Participant deferral / active EE | $4,069 | $3,295+23.5% | $5,072-19.8% | $3,358+21.2% |
| Admin fee / account holder | $4,062 | $4,073-0.3% | $8,859-54.1% | $3,203+26.8% |