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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 | $33,387 | $49,891-33.1% | $80,607-58.6% | $75,181-55.6% |
| Participation rate | 53.8% | 55.3%-1.5pp | 67.0%-13.2pp | 67.2%-13.4pp |
| Annual return | 21.90% | 34.67%-12.8pp | 936.11%-914.2pp | 160.69%-138.8pp |
| Employer contribution / active EE | $1,488 | $1,698-12.4% | $2,724-45.4% | $2,671-44.3% |
| Participant deferral / active EE | $2,201 | $2,991-26.4% | $4,448-50.5% | $4,126-46.7% |
| Admin fee / account holder | $529 | $3,578-85.2% | $5,379-90.2% | $5,650-90.6% |