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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 | $43,069 | $51,638-16.6% | $68,368-37.0% | $82,448-47.8% |
| Participation rate | 62.5% | 63.6%-1.1pp | 73.8%-11.3pp | 68.1%-5.6pp |
| Annual return | 26.67% | 37.53%-10.9pp | 292.57%-265.9pp | 41.64%-15.0pp |
| Employer contribution / active EE | $2,862 | $2,047+39.8% | $2,649+8.0% | $2,551+12.2% |
| Participant deferral / active EE | $6,693 | $2,914+129.7% | $4,123+62.3% | $4,139+61.7% |
| Admin fee / account holder | $3,804 | $4,643-18.1% | $5,150-26.1% | $7,234-47.4% |