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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 | $56,616 | $81,208-30.3% | $98,920-42.8% | $79,856-29.1% |
| Participation rate | 43.5% | 72.5%-29.0pp | 76.0%-32.5pp | 69.6%-26.1pp |
| Annual return | 15.21% | 60.99%-45.8pp | 196.47%-181.3pp | 31.71%-16.5pp |
| Employer contribution / active EE | $678 | $1,960-65.4% | $2,689-74.8% | $2,471-72.6% |
| Participant deferral / active EE | $2,224 | $3,265-31.9% | $4,245-47.6% | $3,741-40.6% |
| Admin fee / account holder | $1,041 | $6,013-82.7% | $6,643-84.3% | $5,306-80.4% |