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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 | $50,554-19.2% | $67,681-39.7% | $87,485-53.3% |
| Participation rate | 63.6% | 67.7%-4.1pp | 73.7%-10.1pp | 68.9%-5.3pp |
| Annual return | 12.99% | 17.81%-4.8pp | 590.58%-577.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $935 | $1,988-53.0% | $2,678-65.1% | $2,596-64.0% |
| Participant deferral / active EE | $1,348 | $2,961-54.5% | $3,976-66.1% | $4,274-68.4% |
| Admin fee / account holder | $2,020 | $4,132-51.1% | $6,100-66.9% | $7,775-74.0% |