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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 | $58,241-0.4% | $81,780-29.1% | $80,911-28.3% |
| Participation rate | 53.6% | 63.4%-9.9pp | 72.4%-18.8pp | 67.6%-14.1pp |
| Annual return | 12.70% | 41.73%-29.0pp | 776.27%-763.6pp | 35.63%-22.9pp |
| Employer contribution / active EE | $1,267 | $2,343-45.9% | $2,914-56.5% | $2,756-54.0% |
| Participant deferral / active EE | $3,323 | $3,283+1.2% | $4,321-23.1% | $4,297-22.7% |
| Admin fee / account holder | $1,347 | $4,973-72.9% | $7,384-81.8% | $6,935-80.6% |