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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 | $51,560 | $48,337+6.7% | $67,560-23.7% | $80,959-36.3% |
| Participation rate | 55.9% | 66.4%-10.5pp | 72.9%-17.0pp | 67.7%-11.8pp |
| Annual return | 13.83% | 18.26%-4.4pp | 3533.50%-3519.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $657 | $2,023-67.5% | $2,737-76.0% | $2,757-76.2% |
| Participant deferral / active EE | $2,437 | $2,928-16.8% | $4,004-39.1% | $4,300-43.3% |
| Admin fee / account holder | $5,046 | $3,695+36.5% | $3,994+26.3% | $6,925-27.1% |