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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 | $63,104 | $58,726+7.5% | $92,240-31.6% | $62,293+1.3% |
| Participation rate | 52.0% | 68.3%-16.3pp | 76.5%-24.5pp | 69.5%-17.5pp |
| Annual return | 14.08% | 43.62%-29.5pp | 176.29%-162.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,462 | $2,392-38.9% | $3,680-60.3% | $2,042-28.4% |
| Participant deferral / active EE | $2,153 | $2,766-22.2% | $3,897-44.8% | $3,169-32.1% |
| Admin fee / account holder | $3,954 | $556+610.6% | $5,194-23.9% | $479+724.9% |