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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 | $51,112 | $63,354-19.3% | $94,105-45.7% | $82,637-38.1% |
| Participation rate | 36.4% | 63.8%-27.5pp | 71.9%-35.6pp | 68.1%-31.7pp |
| Annual return | 21.86% | 34.36%-12.5pp | 204.55%-182.7pp | 53.51%-31.6pp |
| Employer contribution / active EE | $1,835 | $1,760+4.3% | $2,504-26.7% | $2,552-28.1% |
| Participant deferral / active EE | $3,798 | $2,873+32.2% | $3,881-2.1% | $4,126-8.0% |
| Admin fee / account holder | $2,174 | $5,073-57.1% | $6,199-64.9% | $7,339-70.4% |