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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 | $39,730 | $58,234-31.8% | $81,783-51.4% | $80,874-50.9% |
| Participation rate | 62.3% | 63.4%-1.1pp | 72.4%-10.0pp | 67.6%-5.3pp |
| Annual return | 10.87% | 41.70%-30.8pp | 775.05%-764.2pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,632 | $2,341-30.3% | $2,913-44.0% | $2,756-40.8% |
| Participant deferral / active EE | $2,765 | $3,283-15.8% | $4,320-36.0% | $4,297-35.7% |
| Admin fee / account holder | $2,479 | $4,982-50.2% | $7,380-66.4% | $6,935-64.3% |