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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 | $66,784 | $49,896+33.8% | $80,627-17.2% | $75,173-11.2% |
| Participation rate | 36.0% | 55.3%-19.3pp | 67.0%-31.0pp | 67.2%-31.2pp |
| Annual return | 17.13% | 34.67%-17.5pp | 936.76%-919.6pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,427 | $1,699-16.0% | $2,723-47.6% | $2,671-46.6% |
| Participant deferral / active EE | $2,744 | $2,992-8.3% | $4,443-38.2% | $4,126-33.5% |
| Admin fee / account holder | $2,102 | $3,578-41.3% | $5,381-60.9% | $5,651-62.8% |