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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 | $58,703 | $85,766-31.6% | $136,298-56.9% | $70,126-16.3% |
| Participation rate | 42.3% | 74.2%-31.8pp | 81.9%-39.6pp | 69.5%-27.2pp |
| Annual return | 15.65% | 31.46%-15.8pp | 5156.27%-5140.6pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,606 | $2,966-45.9% | $4,696-65.8% | $2,343-31.5% |
| Participant deferral / active EE | $5,358 | $5,051+6.1% | $6,247-14.2% | $3,332+60.8% |
| Admin fee / account holder | $5,350 | $5,421-1.3% | $9,244-42.1% | $4,645+15.2% |