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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 | $55,407 | $73,107-24.2% | $114,563-51.6% | $87,485-36.7% |
| Participation rate | 56.1% | 65.8%-9.7pp | 72.9%-16.8pp | 68.9%-12.8pp |
| Annual return | 13.83% | 19.47%-5.6pp | 241.09%-227.3pp | 26.06%-12.2pp |
| Employer contribution / active EE | $736 | $1,881-60.9% | $2,592-71.6% | $2,596-71.6% |
| Participant deferral / active EE | $4,672 | $3,144+48.6% | $4,142+12.8% | $4,274+9.3% |
| Admin fee / account holder | $1,798 | $5,770-68.8% | $7,623-76.4% | $7,775-76.9% |