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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 | $52,478 | $49,891+5.2% | $80,607-34.9% | $75,181-30.2% |
| Participation rate | 39.3% | 55.3%-16.0pp | 67.0%-27.7pp | 67.2%-27.9pp |
| Annual return | 20.17% | 34.67%-14.5pp | 936.11%-915.9pp | 160.69%-140.5pp |
| Employer contribution / active EE | $1,700 | $1,698+0.1% | $2,724-37.6% | $2,671-36.3% |
| Participant deferral / active EE | $3,758 | $2,991+25.6% | $4,448-15.5% | $4,126-8.9% |
| Admin fee / account holder | $4,025 | $3,578+12.5% | $5,379-25.2% | $5,650-28.8% |