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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 | $58,671 | $53,128+10.4% | $86,582-32.2% | $70,126-16.3% |
| Participation rate | 48.5% | 65.3%-16.8pp | 73.5%-25.1pp | 69.5%-21.1pp |
| Annual return | 16.76% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,438 | $2,068-30.4% | $2,839-49.3% | $2,343-38.6% |
| Participant deferral / active EE | $2,282 | $2,695-15.3% | $3,609-36.8% | $3,332-31.5% |
| Admin fee / account holder | $2,604 | $3,584-27.3% | $4,904-46.9% | $4,645-44.0% |