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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 | $38,669 | $63,346-39.0% | $92,240-58.1% | $70,126-44.9% |
| Participation rate | 65.5% | 68.7%-3.2pp | 76.5%-11.0pp | 69.5%-4.0pp |
| Annual return | 16.19% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $1,637 | $2,471-33.8% | $3,680-55.5% | $2,343-30.1% |
| Participant deferral / active EE | $2,930 | $2,854+2.7% | $3,897-24.8% | $3,332-12.0% |
| Admin fee / account holder | $1,788 | $3,841-53.4% | $5,194-65.6% | $4,645-61.5% |