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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 | $55,627 | $51,638+7.7% | $68,368-18.6% | $82,448-32.5% |
| Participation rate | 54.2% | 63.6%-9.4pp | 73.8%-19.5pp | 68.1%-13.8pp |
| Annual return | 17.30% | 37.53%-20.2pp | 292.57%-275.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,846 | $2,047-9.8% | $2,649-30.3% | $2,551-27.6% |
| Participant deferral / active EE | $4,748 | $2,914+63.0% | $4,123+15.2% | $4,139+14.7% |
| Admin fee / account holder | $1,087 | $4,643-76.6% | $5,150-78.9% | $7,234-85.0% |