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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 | $55,809 | $63,433-12.0% | $63,803-12.5% | $64,097-12.9% |
| Participation rate | 51.7% | 65.0%-13.3pp | 72.7%-21.0pp | 55.2%-3.5pp |
| Annual return | 18.59% | 20.74%-2.1pp | 543.72%-525.1pp | 34.64%-16.0pp |
| Employer contribution / active EE | $2,092 | $2,332-10.3% | $2,532-17.4% | $1,891+10.6% |
| Participant deferral / active EE | $1,596 | $3,119-48.8% | $3,843-58.5% | $3,080-48.2% |
| Admin fee / account holder | $1,658 | $1,489+11.3% | $5,196-68.1% | $3,454-52.0% |