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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 | $58,258-37.7% | $81,820-55.6% | $80,925-55.1% |
| Participation rate | 61.1% | 63.5%-2.4pp | 72.4%-11.3pp | 67.7%-6.5pp |
| Annual return | 14.60% | 41.76%-27.2pp | 777.93%-763.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,182 | $2,345-7.0% | $2,915-25.2% | $2,756-20.8% |
| Participant deferral / active EE | $3,284 | $3,2840% | $4,323-24.0% | $4,299-23.6% |
| Admin fee / account holder | $1,431 | $4,976-71.2% | $7,391-80.6% | $6,940-79.4% |