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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 | $58,258-3.6% | $81,820-31.4% | $80,925-30.6% |
| Participation rate | 43.8% | 63.5%-19.7pp | 72.4%-28.6pp | 67.7%-23.9pp |
| Annual return | 13.91% | 41.76%-27.9pp | 777.93%-764.0pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,927 | $2,345+24.8% | $2,915+0.4% | $2,756+6.2% |
| Participant deferral / active EE | $3,826 | $3,284+16.5% | $4,323-11.5% | $4,299-11.0% |
| Admin fee / account holder | $2,506 | $4,976-49.6% | $7,391-66.1% | $6,940-63.9% |