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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 | $39,755 | $49,897-20.3% | $80,648-50.7% | $75,177-47.1% |
| Participation rate | 60.8% | 55.3%+5.5pp | 67.0%-6.2pp | 67.2%-6.4pp |
| Annual return | 17.84% | 34.68%-16.8pp | 937.21%-919.4pp | 160.75%-142.9pp |
| Employer contribution / active EE | $1,068 | $1,699-37.1% | $2,724-60.8% | $2,671-60.0% |
| Participant deferral / active EE | $3,185 | $2,992+6.5% | $4,443-28.3% | $4,126-22.8% |
| Admin fee / account holder | $4,189 | $3,579+17.1% | $5,382-22.2% | $5,651-25.9% |