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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 | $52,661 | $63,346-16.9% | $92,240-42.9% | $70,126-24.9% |
| Participation rate | 69.2% | 68.7%+0.6pp | 76.5%-7.3pp | 69.5%-0.3pp |
| Annual return | 13.13% | 530.19%-517.1pp | 176.29%-163.2pp | 73.15%-60.0pp |
| Employer contribution / active EE | $719 | $2,471-70.9% | $3,680-80.5% | $2,343-69.3% |
| Participant deferral / active EE | $1,149 | $2,854-59.7% | $3,897-70.5% | $3,332-65.5% |
| Admin fee / account holder | $3,255 | $3,841-15.2% | $5,194-37.3% | $4,645-29.9% |