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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 | $54,652 | $48,053+13.7% | $84,628-35.4% | $72,975-25.1% |
| Participation rate | 51.9% | 57.6%-5.7pp | 68.2%-16.4pp | 69.5%-17.6pp |
| Annual return | 19.47% | 37.39%-17.9pp | 258.80%-239.3pp | 81.01%-61.5pp |
| Employer contribution / active EE | $1,238 | $1,602-22.7% | $2,653-53.3% | $2,440-49.3% |
| Participant deferral / active EE | $3,473 | $2,681+29.6% | $3,900-11.0% | $3,608-3.7% |
| Admin fee / account holder | $2,158 | $3,395-36.4% | $4,914-56.1% | $5,124-57.9% |