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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 | $54,674-16.5% | $76,089-40.0% | $74,429-38.7% |
| Participation rate | 52.6% | 60.3%-7.8pp | 69.1%-16.5pp | 67.2%-14.6pp |
| Annual return | 13.61% | 31.89%-18.3pp | 360.94%-347.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $1,192 | $1,781-33.1% | $2,690-55.7% | $2,625-54.6% |
| Participant deferral / active EE | $3,172 | $3,071+3.3% | $4,259-25.5% | $4,348-27.0% |
| Admin fee / account holder | $3,116 | $2,238+39.3% | $6,418-51.4% | $1,944+60.3% |