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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 | $49,381 | $58,828-16.1% | $78,002-36.7% | $62,881-21.5% |
| Participation rate | 68.6% | 71.1%-2.5pp | 75.5%-7.0pp | 69.3%-0.7pp |
| Annual return | 7.48% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,356 | $1,672-18.9% | $2,470-45.1% | $2,281-40.6% |
| Participant deferral / active EE | $3,111 | $2,686+15.8% | $3,497-11.0% | $3,203-2.9% |
| Admin fee / account holder | $3,859 | $4,393-12.2% | $5,481-29.6% | $4,296-10.2% |