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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 | $39,661 | $68,681-42.3% | $86,615-54.2% | $85,847-53.8% |
| Participation rate | 56.2% | 66.4%-10.2pp | 71.6%-15.5pp | 69.3%-13.2pp |
| Annual return | 17.78% | 20.12%-2.3pp | 63.51%-45.7pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,625 | $1,880-13.6% | $2,496-34.9% | $2,565-36.7% |
| Participant deferral / active EE | $3,588 | $2,919+22.9% | $3,699-3.0% | $3,952-9.2% |
| Admin fee / account holder | $1,514 | $5,974-74.7% | $5,830-74.0% | $6,261-75.8% |