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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 | $57,857 | $78,707-26.5% | $117,861-50.9% | $70,126-17.5% |
| Participation rate | 53.6% | 73.2%-19.6pp | 79.7%-26.1pp | 69.5%-16.0pp |
| Annual return | 13.65% | 23.30%-9.7pp | 335.11%-321.5pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,770 | $2,223-20.4% | $3,786-53.3% | $2,343-24.4% |
| Participant deferral / active EE | $3,874 | $3,297+17.5% | $4,482-13.6% | $3,332+16.3% |
| Admin fee / account holder | $2,001 | $5,066-60.5% | $8,021-75.0% | $4,645-56.9% |