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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 | $54,674-25.0% | $76,089-46.1% | $74,429-44.9% |
| Participation rate | 43.2% | 60.3%-17.1pp | 69.1%-25.8pp | 67.2%-24.0pp |
| Annual return | 17.05% | 31.89%-14.8pp | 360.94%-343.9pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $1,689 | $1,781-5.2% | $2,690-37.2% | $2,625-35.7% |
| Participant deferral / active EE | $3,373 | $3,071+9.8% | $4,259-20.8% | $4,348-22.4% |
| Admin fee / account holder | $6,315 | $2,238+182.2% | $6,418-1.6% | $1,944+224.8% |