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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 | $40,103 | $48,314-17.0% | $67,561-40.6% | $80,925-50.4% |
| Participation rate | 56.0% | 66.4%-10.4pp | 72.9%-16.9pp | 67.7%-11.7pp |
| Annual return | 17.26% | 18.28%-1.0pp | 3525.44%-3508.2pp | 35.65%-18.4pp |
| Employer contribution / active EE | $2,129 | $2,022+5.3% | $2,735-22.1% | $2,756-22.7% |
| Participant deferral / active EE | $6,188 | $2,927+111.5% | $4,003+54.6% | $4,299+44.0% |
| Admin fee / account holder | $1,518 | $3,690-58.9% | $4,006-62.1% | $6,940-78.1% |