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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 | $36,906 | $58,275-36.7% | $81,844-54.9% | $80,935-54.4% |
| Participation rate | 69.2% | 63.5%+5.8pp | 72.4%-3.2pp | 67.7%+1.6pp |
| Annual return | 13.93% | 41.82%-27.9pp | 778.87%-764.9pp | 35.66%-21.7pp |
| Employer contribution / active EE | $2,731 | $2,346+16.4% | $2,916-6.4% | $2,757-0.9% |
| Participant deferral / active EE | $3,993 | $3,285+21.5% | $4,323-7.7% | $4,299-7.1% |
| Admin fee / account holder | $1,830 | $4,749-61.5% | $7,355-75.1% | $6,924-73.6% |