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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 | $51,980 | $83,369-37.7% | $105,223-50.6% | $67,986-23.5% |
| Participation rate | 62.9% | 56.3%+6.6pp | 75.0%-12.2pp | 57.2%+5.6pp |
| Annual return | 14.38% | 24.64%-10.3pp | 180.65%-166.3pp | 31.67%-17.3pp |
| Employer contribution / active EE | $1,664 | $2,541-34.5% | $3,689-54.9% | $2,019-17.6% |
| Participant deferral / active EE | $3,171 | $3,295-3.8% | $5,072-37.5% | $3,358-5.6% |
| Admin fee / account holder | $2,076 | $4,073-49.0% | $8,859-76.6% | $3,203-35.2% |