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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 | $35,571 | $58,311-39.0% | $81,882-56.6% | $80,959-56.1% |
| Participation rate | 57.7% | 63.5%-5.8pp | 72.4%-14.7pp | 67.7%-10.0pp |
| Annual return | 16.27% | 41.85%-25.6pp | 779.47%-763.2pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,576 | $2,347-32.8% | $2,916-45.9% | $2,757-42.8% |
| Participant deferral / active EE | $3,163 | $3,287-3.8% | $4,323-26.8% | $4,300-26.4% |
| Admin fee / account holder | $1,465 | $4,752-69.2% | $7,360-80.1% | $6,925-78.8% |