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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 | $36,212 | $49,976-27.5% | $66,674-45.7% | $82,637-56.2% |
| Participation rate | 46.3% | 63.1%-16.8pp | 73.7%-27.4pp | 68.1%-21.7pp |
| Annual return | 36.91% | 39.09%-2.2pp | 321.24%-284.3pp | 53.51%-16.6pp |
| Employer contribution / active EE | $1,353 | $1,988-31.9% | $2,620-48.4% | $2,552-47.0% |
| Participant deferral / active EE | $2,818 | $2,847-1.0% | $4,084-31.0% | $4,126-31.7% |
| Admin fee / account holder | $4,767 | $4,594+3.8% | $5,098-6.5% | $7,339-35.1% |