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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 | $43,157 | $58,311-26.0% | $81,882-47.3% | $80,959-46.7% |
| Participation rate | 55.3% | 63.5%-8.2pp | 72.4%-17.1pp | 67.7%-12.4pp |
| Annual return | 12.25% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $1,779 | $2,347-24.2% | $2,916-39.0% | $2,757-35.5% |
| Participant deferral / active EE | $2,804 | $3,287-14.7% | $4,323-35.1% | $4,300-34.8% |
| Admin fee / account holder | $7,279 | $4,752+53.2% | $7,360-1.1% | $6,925+5.1% |