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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 | $29,307 | $107,030-72.6% | $73,550-60.2% | $147,586-80.1% |
| Participation rate | 50.0% | 66.4%-16.4pp | 54.9%-4.9pp | 82.8%-32.8pp |
| Annual return | 16.77% | 38.25%-21.5pp | -15.16%+31.9pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,084 | $1,760-38.4% | $1,219-11.1% | $4,876-77.8% |
| Participant deferral / active EE | $4,019 | $2,458+63.5% | $1,804+122.8% | $5,439-26.1% |
| Admin fee / account holder | $4,474 | $3,055+46.4% | $2,320+92.9% | $10,886-58.9% |