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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 | $56,932 | $51,638+10.3% | $68,368-16.7% | $82,448-30.9% |
| Participation rate | 43.3% | 63.6%-20.3pp | 73.8%-30.4pp | 68.1%-24.7pp |
| Annual return | 15.65% | 37.53%-21.9pp | 292.57%-276.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $1,946 | $2,047-4.9% | $2,649-26.5% | $2,551-23.7% |
| Participant deferral / active EE | $4,125 | $2,914+41.6% | $4,1230% | $4,139-0.4% |
| Admin fee / account holder | $933 | $4,643-79.9% | $5,150-81.9% | $7,234-87.1% |