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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 | $57,269 | $79,209-27.7% | $102,434-44.1% | $74,459-23.1% |
| Participation rate | 63.9% | 74.8%-10.9pp | 76.5%-12.6pp | 67.2%-3.4pp |
| Annual return | 13.79% | 54.98%-41.2pp | 29.46%-15.7pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $1,297 | $2,362-45.1% | $3,023-57.1% | $2,626-50.6% |
| Participant deferral / active EE | $3,568 | $4,417-19.2% | $5,055-29.4% | $4,350-18.0% |
| Admin fee / account holder | $3,706 | $2,002+85.1% | $9,462-60.8% | $1,945+90.5% |