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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 | $58,258-48.2% | $81,820-63.1% | $80,925-62.7% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 13.20% | 41.76%-28.6pp | 777.93%-764.7pp | 35.65%-22.4pp |
| Employer contribution / active EE | $2,544 | $2,345+8.5% | $2,915-12.7% | $2,756-7.7% |
| Participant deferral / active EE | $3,231 | $3,284-1.6% | $4,323-25.2% | $4,299-24.8% |
| Admin fee / account holder | $3,953 | $4,976-20.6% | $7,391-46.5% | $6,940-43.0% |