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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 | $58,258-0.4% | $81,820-29.1% | $80,925-28.3% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 12.70% | 41.76%-29.1pp | 777.93%-765.2pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,267 | $2,345-46.0% | $2,915-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $3,323 | $3,284+1.2% | $4,323-23.1% | $4,299-22.7% |
| Admin fee / account holder | $1,347 | $4,976-72.9% | $7,391-81.8% | $6,940-80.6% |