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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 | $36,220 | $51,638-29.9% | $68,368-47.0% | $82,448-56.1% |
| Participation rate | 53.6% | 63.6%-10.0pp | 73.8%-20.2pp | 68.1%-14.5pp |
| Annual return | 13.69% | 37.53%-23.8pp | 292.57%-278.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,126 | $2,047+3.9% | $2,649-19.8% | $2,551-16.7% |
| Participant deferral / active EE | $4,803 | $2,914+64.9% | $4,123+16.5% | $4,139+16.0% |
| Admin fee / account holder | $339 | $4,643-92.7% | $5,150-93.4% | $7,234-95.3% |