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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 | $56,303 | $58,258-3.4% | $81,820-31.2% | $80,925-30.4% |
| Participation rate | 34.6% | 63.5%-28.8pp | 72.4%-37.8pp | 67.7%-33.0pp |
| Annual return | 15.90% | 41.76%-25.9pp | 777.93%-762.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $533 | $2,345-77.3% | $2,915-81.7% | $2,756-80.7% |
| Participant deferral / active EE | $1,058 | $3,284-67.8% | $4,323-75.5% | $4,299-75.4% |
| Admin fee / account holder | $4,561 | $4,976-8.3% | $7,391-38.3% | $6,940-34.3% |