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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 | $58,241-48.2% | $81,780-63.1% | $80,911-62.7% |
| Participation rate | 57.9% | 63.4%-5.6pp | 72.4%-14.5pp | 67.6%-9.8pp |
| Annual return | 13.20% | 41.73%-28.5pp | 776.27%-763.1pp | 35.63%-22.4pp |
| Employer contribution / active EE | $2,544 | $2,343+8.6% | $2,914-12.7% | $2,756-7.7% |
| Participant deferral / active EE | $3,231 | $3,283-1.6% | $4,321-25.2% | $4,297-24.8% |
| Admin fee / account holder | $3,953 | $4,973-20.5% | $7,384-46.5% | $6,935-43.0% |