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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 | $45,728 | $81,208-43.7% | $98,920-53.8% | $79,852-42.7% |
| Participation rate | 63.0% | 72.5%-9.5pp | 76.0%-13.0pp | 69.6%-6.6pp |
| Annual return | 12.92% | 60.99%-48.1pp | 196.47%-183.6pp | 31.72%-18.8pp |
| Employer contribution / active EE | $2,078 | $1,960+6.0% | $2,689-22.7% | $2,471-15.9% |
| Participant deferral / active EE | $3,182 | $3,265-2.5% | $4,245-25.0% | $3,740-14.9% |
| Admin fee / account holder | $3,513 | $6,013-41.6% | $6,643-47.1% | $5,306-33.8% |