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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 | $36,323 | $58,234-37.6% | $81,783-55.6% | $80,874-55.1% |
| Participation rate | 61.1% | 63.4%-2.3pp | 72.4%-11.2pp | 67.6%-6.5pp |
| Annual return | 14.60% | 41.70%-27.1pp | 775.05%-760.5pp | 35.62%-21.0pp |
| Employer contribution / active EE | $2,182 | $2,341-6.8% | $2,913-25.1% | $2,756-20.8% |
| Participant deferral / active EE | $3,284 | $3,2830% | $4,320-24.0% | $4,297-23.6% |
| Admin fee / account holder | $1,431 | $4,982-71.3% | $7,380-80.6% | $6,935-79.4% |