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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 | $31,208 | $49,976-37.6% | $66,674-53.2% | $82,637-62.2% |
| Participation rate | 52.0% | 63.1%-11.1pp | 73.7%-21.7pp | 68.1%-16.1pp |
| Annual return | 16.75% | 39.09%-22.3pp | 321.24%-304.5pp | 53.51%-36.8pp |
| Employer contribution / active EE | $995 | $1,988-49.9% | $2,620-62.0% | $2,552-61.0% |
| Participant deferral / active EE | $2,029 | $2,847-28.7% | $4,084-50.3% | $4,126-50.8% |
| Admin fee / account holder | $5,497 | $4,594+19.7% | $5,098+7.8% | $7,339-25.1% |