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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 | $31,026 | $51,638-39.9% | $68,368-54.6% | $82,448-62.4% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.6pp | 68.1%-12.9pp |
| Annual return | 18.73% | 37.53%-18.8pp | 292.57%-273.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,345 | $2,047-34.3% | $2,649-49.2% | $2,551-47.3% |
| Participant deferral / active EE | $2,621 | $2,914-10.0% | $4,123-36.4% | $4,139-36.7% |
| Admin fee / account holder | $370 | $4,643-92.0% | $5,150-92.8% | $7,234-94.9% |