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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 | $49,453 | $58,311-15.2% | $81,882-39.6% | $80,959-38.9% |
| Participation rate | 59.8% | 63.5%-3.7pp | 72.4%-12.6pp | 67.7%-7.9pp |
| Annual return | 11.54% | 41.85%-30.3pp | 779.47%-767.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $1,884 | $2,347-19.7% | $2,916-35.4% | $2,757-31.7% |
| Participant deferral / active EE | $2,617 | $3,287-20.4% | $4,323-39.5% | $4,300-39.1% |
| Admin fee / account holder | $4,495 | $4,752-5.4% | $7,360-38.9% | $6,925-35.1% |