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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 | $70,015 | $87,225-19.7% | $158,226-55.7% | $94,015-25.5% |
| Participation rate | 57.6% | 67.9%-10.4pp | 74.8%-17.3pp | 70.8%-13.2pp |
| Annual return | 15.09% | 16.34%-1.2pp | 501.41%-486.3pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,785 | $2,217-19.5% | $2,986-40.2% | $2,790-36.0% |
| Participant deferral / active EE | $3,039 | $3,405-10.7% | $4,317-29.6% | $4,249-28.5% |
| Admin fee / account holder | $5,012 | $7,888-36.5% | $10,217-50.9% | $8,951-44.0% |