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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 | $44,274 | $49,976-11.4% | $66,674-33.6% | $82,637-46.4% |
| Participation rate | 50.0% | 63.1%-13.1pp | 73.7%-23.7pp | 68.1%-18.1pp |
| Annual return | 16.64% | 39.09%-22.5pp | 321.24%-304.6pp | 53.51%-36.9pp |
| Employer contribution / active EE | $1,116 | $1,988-43.8% | $2,620-57.4% | $2,552-56.3% |
| Participant deferral / active EE | $2,169 | $2,847-23.8% | $4,084-46.9% | $4,126-47.4% |
| Admin fee / account holder | $551 | $4,594-88.0% | $5,098-89.2% | $7,339-92.5% |