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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 | $58,311-37.7% | $81,882-55.6% | $80,959-55.1% |
| Participation rate | 61.1% | 63.5%-2.4pp | 72.4%-11.3pp | 67.7%-6.6pp |
| Annual return | 14.60% | 41.85%-27.2pp | 779.47%-764.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,182 | $2,347-7.0% | $2,916-25.2% | $2,757-20.9% |
| Participant deferral / active EE | $3,284 | $3,287-0.1% | $4,323-24.0% | $4,300-23.6% |
| Admin fee / account holder | $1,431 | $4,752-69.9% | $7,360-80.6% | $6,925-79.3% |