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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 | $57,079 | $65,961-13.5% | $180,320-68.3% | $94,015-39.3% |
| Participation rate | 55.9% | 61.3%-5.3pp | 71.5%-15.6pp | 70.8%-14.9pp |
| Annual return | 12.07% | 14.27%-2.2pp | 778.54%-766.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $1,936 | $1,737+11.4% | $4,108-52.9% | $2,790-30.6% |
| Participant deferral / active EE | $3,248 | $3,003+8.2% | $4,304-24.5% | $4,249-23.6% |
| Admin fee / account holder | $4,708 | $4,901-3.9% | $10,000-52.9% | $8,951-47.4% |