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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 | $40,455 | $55,930-27.7% | $76,089-46.8% | $80,925-50.0% |
| Participation rate | 59.6% | 62.1%-2.4pp | 69.1%-9.5pp | 67.7%-8.0pp |
| Annual return | 14.10% | 20.58%-6.5pp | 360.94%-346.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,941 | $1,866+4.0% | $2,690-27.8% | $2,756-29.6% |
| Participant deferral / active EE | $2,813 | $3,051-7.8% | $4,259-34.0% | $4,299-34.6% |
| Admin fee / account holder | $2,420 | $5,241-53.8% | $6,418-62.3% | $6,940-65.1% |