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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 | $33,611 | $81,208-58.6% | $98,920-66.0% | $79,856-57.9% |
| Participation rate | 68.0% | 72.5%-4.5pp | 76.0%-8.0pp | 69.6%-1.6pp |
| Annual return | 12.61% | 60.99%-48.4pp | 196.47%-183.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,353 | $1,960-31.0% | $2,689-49.7% | $2,471-45.2% |
| Participant deferral / active EE | $1,985 | $3,265-39.2% | $4,245-53.2% | $3,741-46.9% |
| Admin fee / account holder | $2,497 | $6,013-58.5% | $6,643-62.4% | $5,306-52.9% |