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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 | $36,140 | $81,208-55.5% | $98,920-63.5% | $79,856-54.7% |
| Participation rate | 40.9% | 72.5%-31.6pp | 76.0%-35.1pp | 69.6%-28.7pp |
| Annual return | 13.75% | 60.99%-47.2pp | 196.47%-182.7pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,209 | $1,960-38.3% | $2,689-55.1% | $2,471-51.1% |
| Participant deferral / active EE | $3,531 | $3,265+8.2% | $4,245-16.8% | $3,741-5.6% |
| Admin fee / account holder | $3,611 | $6,013-39.9% | $6,643-45.6% | $5,306-31.9% |