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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 | $40,826 | $47,479-14.0% | $62,929-35.1% | $82,448-50.5% |
| Participation rate | 63.6% | 66.9%-3.2pp | 73.1%-9.5pp | 68.1%-4.4pp |
| Annual return | 12.99% | 20.34%-7.4pp | 1063.93%-1050.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $935 | $1,885-50.4% | $2,505-62.7% | $2,551-63.3% |
| Participant deferral / active EE | $1,348 | $2,870-53.0% | $3,888-65.3% | $4,139-67.4% |
| Admin fee / account holder | $2,020 | $3,804-46.9% | $5,065-60.1% | $7,234-72.1% |