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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 | $56,306 | $50,554+11.4% | $67,681-16.8% | $87,485-35.6% |
| Participation rate | 52.7% | 67.7%-15.0pp | 73.7%-21.0pp | 68.9%-16.2pp |
| Annual return | 12.45% | 17.81%-5.4pp | 590.58%-578.1pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,583 | $1,988-20.4% | $2,678-40.9% | $2,596-39.0% |
| Participant deferral / active EE | $1,527 | $2,961-48.4% | $3,976-61.6% | $4,274-64.3% |
| Admin fee / account holder | $1,177 | $4,132-71.5% | $6,100-80.7% | $7,775-84.9% |