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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 | $58,241-37.2% | $81,780-55.3% | $80,911-54.8% |
| Participation rate | 67.8% | 63.4%+4.4pp | 72.4%-4.6pp | 67.6%+0.1pp |
| Annual return | 12.46% | 41.73%-29.3pp | 776.27%-763.8pp | 35.63%-23.2pp |
| Employer contribution / active EE | $1,898 | $2,343-19.0% | $2,914-34.9% | $2,756-31.1% |
| Participant deferral / active EE | $2,867 | $3,283-12.7% | $4,321-33.6% | $4,297-33.3% |
| Admin fee / account holder | $649 | $4,973-86.9% | $7,384-91.2% | $6,935-90.6% |