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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 | $44,664 | $58,258-23.3% | $81,820-45.4% | $80,925-44.8% |
| Participation rate | 60.6% | 63.5%-2.9pp | 72.4%-11.8pp | 67.7%-7.1pp |
| Annual return | 12.58% | 41.76%-29.2pp | 777.93%-765.4pp | 35.65%-23.1pp |
| Employer contribution / active EE | $1,810 | $2,345-22.8% | $2,915-37.9% | $2,756-34.3% |
| Participant deferral / active EE | $3,081 | $3,284-6.2% | $4,323-28.7% | $4,299-28.3% |
| Admin fee / account holder | $2,470 | $4,976-50.4% | $7,391-66.6% | $6,940-64.4% |