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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 | $45,915 | $58,275-21.2% | $81,844-43.9% | $80,935-43.3% |
| Participation rate | 27.3% | 63.5%-36.2pp | 72.4%-45.1pp | 67.7%-40.4pp |
| Annual return | 18.06% | 41.82%-23.8pp | 778.87%-760.8pp | 35.66%-17.6pp |
| Employer contribution / active EE | $1,756 | $2,346-25.1% | $2,916-39.8% | $2,757-36.3% |
| Participant deferral / active EE | $3,162 | $3,285-3.8% | $4,323-26.9% | $4,299-26.5% |
| Admin fee / account holder | $945 | $4,749-80.1% | $7,355-87.2% | $6,924-86.4% |