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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 | $58,311-48.2% | $81,882-63.1% | $80,959-62.7% |
| Participation rate | 57.9% | 63.5%-5.6pp | 72.4%-14.5pp | 67.7%-9.8pp |
| Annual return | 13.20% | 41.85%-28.6pp | 779.47%-766.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $2,544 | $2,347+8.4% | $2,916-12.8% | $2,757-7.7% |
| Participant deferral / active EE | $3,231 | $3,287-1.7% | $4,323-25.3% | $4,300-24.9% |
| Admin fee / account holder | $3,953 | $4,752-16.8% | $7,360-46.3% | $6,925-42.9% |