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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 | $44,020 | $70,418-37.5% | $96,570-54.4% | $85,847-48.7% |
| Participation rate | 60.7% | 61.8%-1.2pp | 69.8%-9.2pp | 69.3%-8.7pp |
| Annual return | 18.27% | 18.59%-0.3pp | 37.79%-19.5pp | 318.61%-300.3pp |
| Employer contribution / active EE | $415 | $1,413-70.6% | $2,357-82.4% | $2,565-83.8% |
| Participant deferral / active EE | $3,019 | $2,894+4.3% | $3,849-21.6% | $3,952-23.6% |
| Admin fee / account holder | $1,852 | $4,995-62.9% | $6,182-70.0% | $6,261-70.4% |