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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 | $37,177 | $51,638-28.0% | $68,368-45.6% | $82,448-54.9% |
| Participation rate | 48.5% | 63.6%-15.1pp | 73.8%-25.3pp | 68.1%-19.6pp |
| Annual return | 21.67% | 37.53%-15.9pp | 292.57%-270.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $2,282 | $2,047+11.5% | $2,649-13.8% | $2,551-10.5% |
| Participant deferral / active EE | $3,501 | $2,914+20.2% | $4,123-15.1% | $4,139-15.4% |
| Admin fee / account holder | $1,424 | $4,643-69.3% | $5,150-72.3% | $7,234-80.3% |