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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 | $52,978 | $22,602+134.4% | $65,328-18.9% | $75,181-29.5% |
| Participation rate | 48.1% | 63.1%-14.9pp | 64.9%-16.8pp | 67.2%-19.1pp |
| Annual return | 18.98% | 71.13%-52.1pp | 47.39%-28.4pp | 160.69%-141.7pp |
| Employer contribution / active EE | $700 | $941-25.6% | $1,692-58.6% | $2,671-73.8% |
| Participant deferral / active EE | $2,619 | $1,695+54.6% | $2,832-7.5% | $4,126-36.5% |
| Admin fee / account holder | $4,757 | $1,877+153.4% | $4,116+15.6% | $5,650-15.8% |