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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 | $45,536 | $49,976-8.9% | $66,674-31.7% | $82,637-44.9% |
| Participation rate | 61.1% | 63.1%-2.0pp | 73.7%-12.6pp | 68.1%-6.9pp |
| Annual return | 16.07% | 39.09%-23.0pp | 321.24%-305.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $1,279 | $1,988-35.7% | $2,620-51.2% | $2,552-49.9% |
| Participant deferral / active EE | $2,174 | $2,847-23.6% | $4,084-46.8% | $4,126-47.3% |
| Admin fee / account holder | $1,277 | $4,594-72.2% | $5,098-75.0% | $7,339-82.6% |