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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 | $48,011+11.3% | $63,803-16.3% | $82,637-35.4% |
| Participation rate | 42.9% | 66.6%-23.7pp | 72.7%-29.8pp | 68.1%-25.2pp |
| Annual return | 16.78% | 19.84%-3.1pp | 543.72%-526.9pp | 53.51%-36.7pp |
| Employer contribution / active EE | $987 | $1,904-48.1% | $2,532-61.0% | $2,552-61.3% |
| Participant deferral / active EE | $2,609 | $2,846-8.3% | $3,843-32.1% | $4,126-36.8% |
| Admin fee / account holder | $3,409 | $3,873-12.0% | $5,196-34.4% | $7,339-53.5% |