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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 | $32,921 | $58,828-44.0% | $78,002-57.8% | $62,881-47.6% |
| Participation rate | 59.8% | 71.1%-11.3pp | 75.5%-15.7pp | 69.3%-9.5pp |
| Annual return | 6.96% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $1,662 | $1,672-0.6% | $2,470-32.7% | $2,281-27.1% |
| Participant deferral / active EE | $3,811 | $2,686+41.9% | $3,497+9.0% | $3,203+19.0% |
| Admin fee / account holder | $4,816 | $4,393+9.6% | $5,481-12.1% | $4,296+12.1% |