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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 | $53,423 | $51,184+4.4% | $66,439-19.6% | $86,983-38.6% |
| Participation rate | 42.9% | 68.5%-25.6pp | 74.5%-31.6pp | 69.5%-26.7pp |
| Annual return | 16.78% | 17.07%-0.3pp | 757.66%-740.9pp | 25.83%-9.1pp |
| Employer contribution / active EE | $987 | $2,023-51.2% | $2,637-62.6% | $2,584-61.8% |
| Participant deferral / active EE | $2,609 | $2,927-10.9% | $3,876-32.7% | $4,194-37.8% |
| Admin fee / account holder | $3,409 | $4,154-17.9% | $6,173-44.8% | $7,856-56.6% |