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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 | $40,981 | $54,679-25.1% | $76,119-46.2% | $74,459-45.0% |
| Participation rate | 43.2% | 60.3%-17.1pp | 69.1%-25.8pp | 67.2%-24.0pp |
| Annual return | 17.05% | 31.90%-14.9pp | 361.25%-344.2pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $1,689 | $1,781-5.2% | $2,693-37.3% | $2,626-35.7% |
| Participant deferral / active EE | $3,373 | $3,072+9.8% | $4,259-20.8% | $4,350-22.5% |
| Admin fee / account holder | $6,315 | $2,238+182.2% | $6,421-1.7% | $1,945+224.7% |