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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 | $64,394 | $48,053+34.0% | $84,628-23.9% | $72,975-11.8% |
| Participation rate | 34.0% | 57.6%-23.5pp | 68.2%-34.2pp | 69.5%-35.4pp |
| Annual return | 20.23% | 37.39%-17.2pp | 258.80%-238.6pp | 81.01%-60.8pp |
| Employer contribution / active EE | $1,085 | $1,602-32.3% | $2,653-59.1% | $2,440-55.6% |
| Participant deferral / active EE | $2,084 | $2,681-22.3% | $3,900-46.6% | $3,608-42.2% |
| Admin fee / account holder | $8,979 | $3,395+164.4% | $4,914+82.7% | $5,124+75.2% |