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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 | $43,445 | $47,479-8.5% | $62,929-31.0% | $82,448-47.3% |
| Participation rate | 53.1% | 66.9%-13.8pp | 73.1%-20.1pp | 68.1%-15.0pp |
| Annual return | 13.78% | 20.34%-6.6pp | 1063.93%-1050.1pp | 41.64%-27.9pp |
| Employer contribution / active EE | $2,005 | $1,885+6.3% | $2,505-19.9% | $2,551-21.4% |
| Participant deferral / active EE | $1,894 | $2,870-34.0% | $3,888-51.3% | $4,139-54.2% |
| Admin fee / account holder | $3,154 | $3,804-17.1% | $5,065-37.7% | $7,234-56.4% |