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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 | $56,932 | $61,125-6.9% | $94,057-39.5% | $87,485-34.9% |
| Participation rate | 43.3% | 64.1%-20.7pp | 73.3%-30.0pp | 68.9%-25.6pp |
| Annual return | 15.65% | 35.20%-19.5pp | 480.62%-465.0pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,946 | $2,136-8.9% | $2,933-33.6% | $2,596-25.0% |
| Participant deferral / active EE | $4,125 | $3,260+26.5% | $4,709-12.4% | $4,274-3.5% |
| Admin fee / account holder | $933 | $5,629-83.4% | $7,244-87.1% | $7,775-88.0% |