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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 | $54,869 | $58,234-5.8% | $81,783-32.9% | $80,874-32.2% |
| Participation rate | 31.1% | 63.4%-32.3pp | 72.4%-41.2pp | 67.6%-36.5pp |
| Annual return | 14.20% | 41.70%-27.5pp | 775.05%-760.9pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,162 | $2,341-50.4% | $2,913-60.1% | $2,756-57.8% |
| Participant deferral / active EE | $2,235 | $3,283-31.9% | $4,320-48.3% | $4,297-48.0% |
| Admin fee / account holder | $3,016 | $4,982-39.5% | $7,380-59.1% | $6,935-56.5% |