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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 | $57,733 | $61,787-6.6% | $97,197-40.6% | $80,925-28.7% |
| Participation rate | 41.9% | 63.5%-21.6pp | 72.7%-30.8pp | 67.7%-25.8pp |
| Annual return | 11.32% | -558.16%+569.5pp | 75.47%-64.2pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,537 | $1,836-16.3% | $2,723-43.5% | $2,756-44.2% |
| Participant deferral / active EE | $3,165 | $3,027+4.5% | $4,263-25.8% | $4,299-26.4% |
| Admin fee / account holder | $2,852 | $5,170-44.8% | $5,637-49.4% | $6,940-58.9% |