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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 | $40,899 | $51,184-20.1% | $66,439-38.4% | $86,983-53.0% |
| Participation rate | 64.0% | 68.5%-4.5pp | 74.5%-10.5pp | 69.5%-5.5pp |
| Annual return | 12.70% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.1pp |
| Employer contribution / active EE | $623 | $2,023-69.2% | $2,637-76.4% | $2,584-75.9% |
| Participant deferral / active EE | $2,638 | $2,927-9.9% | $3,876-31.9% | $4,194-37.1% |
| Admin fee / account holder | $871 | $4,154-79.0% | $6,173-85.9% | $7,856-88.9% |