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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 | $42,963 | $58,311-26.3% | $81,882-47.5% | $80,959-46.9% |
| Participation rate | 58.6% | 63.5%-4.9pp | 72.4%-13.8pp | 67.7%-9.0pp |
| Annual return | 14.80% | 41.85%-27.0pp | 779.47%-764.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,395 | $2,347-40.6% | $2,916-52.2% | $2,757-49.4% |
| Participant deferral / active EE | $2,791 | $3,287-15.1% | $4,323-35.4% | $4,300-35.1% |
| Admin fee / account holder | $2,479 | $4,752-47.8% | $7,360-66.3% | $6,925-64.2% |