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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 | $59,569 | $45,050+32.2% | $63,018-5.5% | $70,126-15.1% |
| Participation rate | 53.1% | 69.5%-16.4pp | 74.8%-21.7pp | 69.5%-16.4pp |
| Annual return | 19.27% | 18.76%+0.5pp | 87.62%-68.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $1,467 | $2,052-28.5% | $2,761-46.9% | $2,343-37.4% |
| Participant deferral / active EE | $3,207 | $2,466+30.1% | $3,330-3.7% | $3,332-3.7% |
| Admin fee / account holder | $2,864 | $2,834+1.1% | $3,601-20.5% | $4,645-38.4% |