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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 | $42,688 | $48,053-11.2% | $84,637-49.6% | $72,976-41.5% |
| Participation rate | 31.6% | 57.6%-26.0pp | 68.2%-36.7pp | 69.5%-37.9pp |
| Annual return | 21.16% | 37.39%-16.2pp | 258.82%-237.7pp | 81.02%-59.9pp |
| Employer contribution / active EE | $1,649 | $1,602+2.9% | $2,653-37.9% | $2,440-32.4% |
| Participant deferral / active EE | $5,595 | $2,681+108.7% | $3,900+43.4% | $3,608+55.1% |
| Admin fee / account holder | $4,073 | $3,395+20.0% | $4,914-17.1% | $5,124-20.5% |