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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 | $56,147 | $58,311-3.7% | $81,882-31.4% | $80,959-30.6% |
| Participation rate | 43.8% | 63.5%-19.7pp | 72.4%-28.6pp | 67.7%-23.9pp |
| Annual return | 13.91% | 41.85%-27.9pp | 779.47%-765.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $2,927 | $2,347+24.7% | $2,916+0.4% | $2,757+6.2% |
| Participant deferral / active EE | $3,826 | $3,287+16.4% | $4,323-11.5% | $4,300-11.0% |
| Admin fee / account holder | $2,506 | $4,752-47.3% | $7,360-65.9% | $6,925-63.8% |