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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 | $41,930 | $51,638-18.8% | $68,368-38.7% | $82,448-49.1% |
| Participation rate | 60.7% | 63.6%-2.9pp | 73.8%-13.0pp | 68.1%-7.4pp |
| Annual return | 17.21% | 37.53%-20.3pp | 292.57%-275.4pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,865 | $2,047-8.9% | $2,649-29.6% | $2,551-26.9% |
| Participant deferral / active EE | $2,969 | $2,914+1.9% | $4,123-28.0% | $4,139-28.3% |
| Admin fee / account holder | $788 | $4,643-83.0% | $5,150-84.7% | $7,234-89.1% |