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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 | $42,454 | $61,125-30.5% | $94,057-54.9% | $87,485-51.5% |
| Participation rate | 56.6% | 64.1%-7.4pp | 73.3%-16.7pp | 68.9%-12.3pp |
| Annual return | 16.73% | 35.20%-18.5pp | 480.62%-463.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $1,565 | $2,136-26.7% | $2,933-46.6% | $2,596-39.7% |
| Participant deferral / active EE | $3,076 | $3,260-5.7% | $4,709-34.7% | $4,274-28.0% |
| Admin fee / account holder | $5,886 | $5,629+4.6% | $7,244-18.8% | $7,775-24.3% |