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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 | $59,463 | $51,649+15.1% | $124,206-52.1% | $64,097-7.2% |
| Participation rate | 41.3% | 45.2%-3.9pp | 69.6%-28.3pp | 55.2%-13.9pp |
| Annual return | 17.47% | 19.98%-2.5pp | 515.27%-497.8pp | 34.64%-17.2pp |
| Employer contribution / active EE | $1,140 | $1,057+7.9% | $3,540-67.8% | $1,891-39.7% |
| Participant deferral / active EE | $2,189 | $2,165+1.1% | $3,968-44.8% | $3,080-28.9% |
| Admin fee / account holder | $2,244 | $4,237-47.0% | $5,929-62.1% | $3,454-35.0% |