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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 | $60,171 | $49,976+20.4% | $66,674-9.8% | $82,637-27.2% |
| Participation rate | 62.5% | 63.1%-0.6pp | 73.7%-11.2pp | 68.1%-5.6pp |
| Annual return | 18.24% | 39.09%-20.9pp | 321.24%-303.0pp | 53.51%-35.3pp |
| Employer contribution / active EE | $1,034 | $1,988-48.0% | $2,620-60.5% | $2,552-59.5% |
| Participant deferral / active EE | $2,341 | $2,847-17.8% | $4,084-42.7% | $4,126-43.3% |
| Admin fee / account holder | $4,380 | $4,594-4.6% | $5,098-14.1% | $7,339-40.3% |