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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 | $62,476 | $73,107-14.5% | $114,563-45.5% | $87,485-28.6% |
| Participation rate | 36.1% | 65.8%-29.7pp | 72.9%-36.8pp | 68.9%-32.8pp |
| Annual return | 14.70% | 19.47%-4.8pp | 241.09%-226.4pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,403 | $1,881+27.8% | $2,592-7.3% | $2,596-7.4% |
| Participant deferral / active EE | $3,633 | $3,144+15.6% | $4,142-12.3% | $4,274-15.0% |
| Admin fee / account holder | $4,357 | $5,770-24.5% | $7,623-42.8% | $7,775-44.0% |