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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 | $82,284 | $70,684+16.4% | $169,397-51.4% | $75,177+9.5% |
| Participation rate | 51.7% | 64.8%-13.1pp | 77.2%-25.5pp | 67.2%-15.5pp |
| Annual return | 19.64% | 36.38%-16.7pp | 406.23%-386.6pp | 160.75%-141.1pp |
| Employer contribution / active EE | $1,312 | $2,211-40.7% | $4,013-67.3% | $2,671-50.9% |
| Participant deferral / active EE | $4,783 | $4,310+11.0% | $6,223-23.1% | $4,126+15.9% |
| Admin fee / account holder | $474 | $5,404-91.2% | $9,017-94.7% | $5,651-91.6% |