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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 | $56,340 | $58,311-3.4% | $81,882-31.2% | $80,959-30.4% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.4%-14.7pp | 67.7%-10.0pp |
| Annual return | 11.73% | 41.85%-30.1pp | 779.47%-767.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,095 | $2,347-53.3% | $2,916-62.4% | $2,757-60.3% |
| Participant deferral / active EE | $1,745 | $3,287-46.9% | $4,323-59.6% | $4,300-59.4% |
| Admin fee / account holder | $3,534 | $4,752-25.6% | $7,360-52.0% | $6,925-49.0% |