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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 | $45,236 | $48,011-5.8% | $63,803-29.1% | $82,637-45.3% |
| Participation rate | 62.3% | 66.6%-4.2pp | 72.7%-10.4pp | 68.1%-5.7pp |
| Annual return | 12.65% | 19.84%-7.2pp | 543.72%-531.1pp | 53.51%-40.9pp |
| Employer contribution / active EE | $909 | $1,904-52.2% | $2,532-64.1% | $2,552-64.4% |
| Participant deferral / active EE | $2,840 | $2,846-0.2% | $3,843-26.1% | $4,126-31.2% |
| Admin fee / account holder | $3,438 | $3,873-11.2% | $5,196-33.8% | $7,339-53.2% |