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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 | $39,571 | $58,258-32.1% | $81,820-51.6% | $80,925-51.1% |
| Participation rate | 69.7% | 63.5%+6.2pp | 72.4%-2.7pp | 67.7%+2.0pp |
| Annual return | 15.57% | 41.76%-26.2pp | 777.93%-762.4pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,716 | $2,345+15.8% | $2,915-6.8% | $2,756-1.5% |
| Participant deferral / active EE | $2,302 | $3,284-29.9% | $4,323-46.7% | $4,299-46.4% |
| Admin fee / account holder | $3,414 | $4,976-31.4% | $7,391-53.8% | $6,940-50.8% |