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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 | $45,626 | $54,690-16.6% | $76,030-40.0% | $74,478-38.7% |
| Participation rate | 52.6% | 60.3%-7.8pp | 69.1%-16.5pp | 67.2%-14.7pp |
| Annual return | 13.61% | 31.92%-18.3pp | 361.54%-347.9pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $1,192 | $1,781-33.1% | $2,688-55.7% | $2,626-54.6% |
| Participant deferral / active EE | $3,172 | $3,070+3.3% | $4,257-25.5% | $4,350-27.1% |
| Admin fee / account holder | $3,116 | $2,240+39.1% | $6,421-51.5% | $1,946+60.2% |