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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 | $44,395 | $78,707-43.6% | $117,861-62.3% | $70,126-36.7% |
| Participation rate | 53.5% | 73.2%-19.7pp | 79.7%-26.2pp | 69.5%-16.1pp |
| Annual return | 18.12% | 23.30%-5.2pp | 335.11%-317.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,010 | $2,223-9.6% | $3,786-46.9% | $2,343-14.2% |
| Participant deferral / active EE | $2,960 | $3,297-10.2% | $4,482-34.0% | $3,332-11.2% |
| Admin fee / account holder | $1,200 | $5,066-76.3% | $8,021-85.0% | $4,645-74.2% |