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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 | $55,283 | $56,134-1.5% | $96,171-42.5% | $85,847-35.6% |
| Participation rate | 56.8% | 56.7%0pp | 68.4%-11.7pp | 69.3%-12.6pp |
| Annual return | 13.01% | 42.30%-29.3pp | 192.04%-179.0pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,193 | $1,620-26.4% | $2,799-57.4% | $2,565-53.5% |
| Participant deferral / active EE | $2,377 | $2,858-16.8% | $4,350-45.4% | $3,952-39.9% |
| Admin fee / account holder | $878 | $3,769-76.7% | $5,538-84.1% | $6,261-86.0% |