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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 | $87,225-28.4% | $158,226-60.5% | $94,015-33.5% |
| Participation rate | 36.1% | 67.9%-31.8pp | 74.8%-38.7pp | 70.8%-34.7pp |
| Annual return | 14.70% | 16.34%-1.6pp | 501.41%-486.7pp | 17.84%-3.1pp |
| Employer contribution / active EE | $2,403 | $2,217+8.4% | $2,986-19.5% | $2,790-13.9% |
| Participant deferral / active EE | $3,633 | $3,405+6.7% | $4,317-15.8% | $4,249-14.5% |
| Admin fee / account holder | $4,357 | $7,888-44.8% | $10,217-57.3% | $8,951-51.3% |