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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 | $51,103 | $41,150+24.2% | $80,627-36.6% | $71,511-28.5% |
| Participation rate | 31.0% | 50.3%-19.3pp | 67.0%-36.0pp | 67.9%-36.9pp |
| Annual return | 20.18% | 38.48%-18.3pp | 936.76%-916.6pp | 28.86%-8.7pp |
| Employer contribution / active EE | $1,960 | $1,515+29.4% | $2,723-28.0% | $2,589-24.3% |
| Participant deferral / active EE | $2,149 | $2,701-20.4% | $4,443-51.6% | $4,291-49.9% |
| Admin fee / account holder | $1,261 | $1,841-31.5% | $5,381-76.6% | $1,588-20.6% |