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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 | $40,262 | $49,976-19.4% | $66,674-39.6% | $82,637-51.3% |
| Participation rate | 60.0% | 63.1%-3.1pp | 73.7%-13.7pp | 68.1%-8.1pp |
| Annual return | 17.08% | 39.09%-22.0pp | 321.24%-304.2pp | 53.51%-36.4pp |
| Employer contribution / active EE | $537 | $1,988-73.0% | $2,620-79.5% | $2,552-79.0% |
| Participant deferral / active EE | $2,431 | $2,847-14.6% | $4,084-40.5% | $4,126-41.1% |
| Admin fee / account holder | $1,082 | $4,594-76.4% | $5,098-78.8% | $7,339-85.3% |