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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 | $46,940 | $58,311-19.5% | $81,882-42.7% | $80,959-42.0% |
| Participation rate | 61.5% | 63.5%-1.9pp | 72.4%-10.8pp | 67.7%-6.1pp |
| Annual return | 11.89% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,618 | $2,347-31.0% | $2,916-44.5% | $2,757-41.3% |
| Participant deferral / active EE | $3,535 | $3,287+7.5% | $4,323-18.2% | $4,300-17.8% |
| Admin fee / account holder | $410 | $4,752-91.4% | $7,360-94.4% | $6,925-94.1% |