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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 | $36,497 | $81,208-55.1% | $98,920-63.1% | $79,856-54.3% |
| Participation rate | 57.0% | 72.5%-15.5pp | 76.0%-19.1pp | 69.6%-12.7pp |
| Annual return | 15.47% | 60.99%-45.5pp | 196.47%-181.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,546 | $1,960-21.1% | $2,689-42.5% | $2,471-37.4% |
| Participant deferral / active EE | $2,676 | $3,265-18.1% | $4,245-37.0% | $3,741-28.5% |
| Admin fee / account holder | $4,414 | $6,013-26.6% | $6,643-33.6% | $5,306-16.8% |