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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 | $54,723 | $55,889-2.1% | $76,119-28.1% | $80,935-32.4% |
| Participation rate | 42.7% | 62.1%-19.4pp | 69.1%-26.4pp | 67.7%-25.0pp |
| Annual return | 12.07% | 20.58%-8.5pp | 361.25%-349.2pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,125 | $1,866-39.7% | $2,693-58.2% | $2,757-59.2% |
| Participant deferral / active EE | $3,285 | $3,051+7.7% | $4,259-22.9% | $4,299-23.6% |
| Admin fee / account holder | $7,754 | $5,241+47.9% | $6,421+20.8% | $6,924+12.0% |