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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 | $35,745 | $70,684-49.4% | $169,397-78.9% | $75,177-52.5% |
| Participation rate | 55.6% | 64.8%-9.2pp | 77.2%-21.6pp | 67.2%-11.6pp |
| Annual return | 29.24% | 36.38%-7.1pp | 406.23%-377.0pp | 160.75%-131.5pp |
| Employer contribution / active EE | $1,587 | $2,211-28.2% | $4,013-60.5% | $2,671-40.6% |
| Participant deferral / active EE | $4,859 | $4,310+12.8% | $6,223-21.9% | $4,126+17.8% |
| Admin fee / account holder | $4,703 | $5,404-13.0% | $9,017-47.8% | $5,651-16.8% |