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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 | $57,743 | $58,258-0.9% | $81,820-29.4% | $80,925-28.6% |
| Participation rate | 40.5% | 63.5%-23.0pp | 72.4%-31.9pp | 67.7%-27.2pp |
| Annual return | 15.27% | 41.76%-26.5pp | 777.93%-762.7pp | 35.65%-20.4pp |
| Employer contribution / active EE | $1,181 | $2,345-49.7% | $2,915-59.5% | $2,756-57.2% |
| Participant deferral / active EE | $2,397 | $3,284-27.0% | $4,323-44.5% | $4,299-44.2% |
| Admin fee / account holder | $1,179 | $4,976-76.3% | $7,391-84.0% | $6,940-83.0% |