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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 | $58,087 | $67,594-14.1% | $77,361-24.9% | $69,733-16.7% |
| Participation rate | 44.2% | 71.7%-27.5pp | 75.0%-30.8pp | 62.5%-18.3pp |
| Annual return | 13.08% | 19.20%-6.1pp | 1011.54%-998.5pp | 15.22%-2.1pp |
| Employer contribution / active EE | $1,096 | $2,649-58.6% | $2,990-63.3% | $2,250-51.3% |
| Participant deferral / active EE | $2,385 | $3,401-29.9% | $3,911-39.0% | $3,054-21.9% |
| Admin fee / account holder | $1,204 | $1,159+3.8% | $5,894-79.6% | $3,102-61.2% |