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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 | $36,017 | $65,566-45.1% | $86,235-58.2% | $75,177-52.1% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.0%-9.5pp | 67.2%-7.7pp |
| Annual return | 17.95% | 46.07%-28.1pp | 1170.03%-1152.1pp | 160.75%-142.8pp |
| Employer contribution / active EE | $1,036 | $1,553-33.3% | $2,381-56.5% | $2,671-61.2% |
| Participant deferral / active EE | $4,052 | $3,023+34.0% | $3,987+1.6% | $4,126-1.8% |
| Admin fee / account holder | $966 | $5,470-82.3% | $6,856-85.9% | $5,651-82.9% |