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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 | $69,876 | $49,976+39.8% | $66,674+4.8% | $82,637-15.4% |
| Participation rate | 43.6% | 63.1%-19.5pp | 73.7%-30.0pp | 68.1%-24.4pp |
| Annual return | 15.44% | 39.09%-23.7pp | 321.24%-305.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,403 | $1,988-29.4% | $2,620-46.4% | $2,552-45.0% |
| Participant deferral / active EE | $2,929 | $2,847+2.9% | $4,084-28.3% | $4,126-29.0% |
| Admin fee / account holder | $2,529 | $4,594-44.9% | $5,098-50.4% | $7,339-65.5% |