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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 | $22,550 | $58,258-61.3% | $81,820-72.4% | $80,925-72.1% |
| Participation rate | 57.4% | 63.5%-6.0pp | 72.4%-14.9pp | 67.7%-10.2pp |
| Annual return | 14.54% | 41.76%-27.2pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,378 | $2,345+44.0% | $2,915+15.9% | $2,756+22.6% |
| Participant deferral / active EE | $4,769 | $3,284+45.2% | $4,323+10.3% | $4,299+10.9% |
| Admin fee / account holder | $2,156 | $4,976-56.7% | $7,391-70.8% | $6,940-68.9% |