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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 | $42,337 | $48,327-12.4% | $67,575-37.3% | $80,935-47.7% |
| Participation rate | 57.3% | 66.4%-9.1pp | 72.9%-15.6pp | 67.7%-10.4pp |
| Annual return | 15.58% | 18.31%-2.7pp | 3528.98%-3513.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,792 | $2,022-11.4% | $2,736-34.5% | $2,757-35.0% |
| Participant deferral / active EE | $2,352 | $2,927-19.6% | $4,003-41.2% | $4,299-45.3% |
| Admin fee / account holder | $6,825 | $3,692+84.9% | $3,993+70.9% | $6,924-1.4% |