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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 | $36,579 | $58,311-37.3% | $81,882-55.3% | $80,959-54.8% |
| Participation rate | 67.8% | 63.5%+4.3pp | 72.4%-4.6pp | 67.7%+0.1pp |
| Annual return | 12.46% | 41.85%-29.4pp | 779.47%-767.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,898 | $2,347-19.1% | $2,916-34.9% | $2,757-31.2% |
| Participant deferral / active EE | $2,867 | $3,287-12.8% | $4,323-33.7% | $4,300-33.3% |
| Admin fee / account holder | $649 | $4,752-86.3% | $7,360-91.2% | $6,925-90.6% |