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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 | $62,519 | $63,861-2.1% | $104,625-40.2% | $79,852-21.7% |
| Participation rate | 19.7% | 64.9%-45.2pp | 74.1%-54.4pp | 69.6%-49.9pp |
| Annual return | 20.67% | 21.30%-0.6pp | 340.60%-319.9pp | 31.72%-11.0pp |
| Employer contribution / active EE | $903 | $1,588-43.1% | $2,681-66.3% | $2,471-63.5% |
| Participant deferral / active EE | $2,126 | $2,693-21.1% | $3,738-43.1% | $3,740-43.2% |
| Admin fee / account holder | $2,223 | $4,185-46.9% | $6,465-65.6% | $5,306-58.1% |