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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 | $51,638+35.3% | $68,368+2.2% | $82,448-15.2% |
| Participation rate | 43.6% | 63.6%-20.0pp | 73.8%-30.1pp | 68.1%-24.4pp |
| Annual return | 15.44% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,403 | $2,047-31.4% | $2,649-47.0% | $2,551-45.0% |
| Participant deferral / active EE | $2,929 | $2,914+0.5% | $4,123-29.0% | $4,139-29.2% |
| Admin fee / account holder | $2,529 | $4,643-45.5% | $5,150-50.9% | $7,234-65.0% |