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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 | $32,322 | $77,164-58.1% | $178,014-81.8% | $80,874-60.0% |
| Participation rate | 67.7% | 65.7%+2.0pp | 77.1%-9.4pp | 67.6%+0.1pp |
| Annual return | 14.60% | 18.09%-3.5pp | 294.80%-280.2pp | 35.62%-21.0pp |
| Employer contribution / active EE | $1,499 | $2,288-34.5% | $3,950-62.0% | $2,756-45.6% |
| Participant deferral / active EE | $4,647 | $4,408+5.4% | $6,276-26.0% | $4,297+8.2% |
| Admin fee / account holder | $4,263 | $7,164-40.5% | $10,362-58.9% | $6,935-38.5% |