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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 | $58,123 | $58,258-0.2% | $81,820-29.0% | $80,925-28.2% |
| Participation rate | 60.5% | 63.5%-3.0pp | 72.4%-11.9pp | 67.7%-7.2pp |
| Annual return | 16.56% | 41.76%-25.2pp | 777.93%-761.4pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,186 | $2,345-49.4% | $2,915-59.3% | $2,756-57.0% |
| Participant deferral / active EE | $1,704 | $3,284-48.1% | $4,323-60.6% | $4,299-60.4% |
| Admin fee / account holder | $3,104 | $4,976-37.6% | $7,391-58.0% | $6,940-55.3% |