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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 | $42,695 | $44,206-3.4% | $94,057-54.6% | $64,728-34.0% |
| Participation rate | 27.8% | 51.0%-23.2pp | 73.3%-45.6pp | 57.9%-30.1pp |
| Annual return | 17.28% | 259.42%-242.1pp | 480.62%-463.3pp | 49.38%-32.1pp |
| Employer contribution / active EE | $1,187 | $1,635-27.4% | $2,933-59.5% | $2,243-47.1% |
| Participant deferral / active EE | $2,439 | $1,902+28.2% | $4,709-48.2% | $2,729-10.7% |
| Admin fee / account holder | $4,221 | $1,230+243.2% | $7,244-41.7% | $1,145+268.6% |