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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 | $51,184-11.6% | $66,439-31.9% | $86,983-48.0% |
| Participation rate | 62.3% | 68.5%-6.1pp | 74.5%-12.2pp | 69.5%-7.2pp |
| Annual return | 12.65% | 17.07%-4.4pp | 757.66%-745.0pp | 25.83%-13.2pp |
| Employer contribution / active EE | $909 | $2,023-55.0% | $2,637-65.5% | $2,584-64.8% |
| Participant deferral / active EE | $2,840 | $2,927-3.0% | $3,876-26.7% | $4,194-32.3% |
| Admin fee / account holder | $3,438 | $4,154-17.2% | $6,173-44.3% | $7,856-56.2% |