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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 | $57,997 | $58,311-0.5% | $81,882-29.2% | $80,959-28.4% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 12.70% | 41.85%-29.2pp | 779.47%-766.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,267 | $2,347-46.0% | $2,916-56.5% | $2,757-54.0% |
| Participant deferral / active EE | $3,323 | $3,287+1.1% | $4,323-23.1% | $4,300-22.7% |
| Admin fee / account holder | $1,347 | $4,752-71.7% | $7,360-81.7% | $6,925-80.5% |