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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 | $30,178 | $58,234-48.2% | $81,783-63.1% | $80,874-62.7% |
| Participation rate | 57.9% | 63.4%-5.5pp | 72.4%-14.5pp | 67.6%-9.8pp |
| Annual return | 13.20% | 41.70%-28.5pp | 775.05%-761.8pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,544 | $2,341+8.7% | $2,913-12.7% | $2,756-7.7% |
| Participant deferral / active EE | $3,231 | $3,283-1.6% | $4,320-25.2% | $4,297-24.8% |
| Admin fee / account holder | $3,953 | $4,982-20.6% | $7,380-46.4% | $6,935-43.0% |