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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 | $30,994 | $47,105-34.2% | $68,368-54.7% | $67,986-54.4% |
| Participation rate | 43.6% | 51.8%-8.2pp | 73.8%-30.1pp | 57.2%-13.6pp |
| Annual return | 29.97% | 48.37%-18.4pp | 292.57%-262.6pp | 31.67%-1.7pp |
| Employer contribution / active EE | $1,328 | $1,859-28.6% | $2,649-49.9% | $2,019-34.2% |
| Participant deferral / active EE | $1,577 | $2,374-33.6% | $4,123-61.8% | $3,358-53.0% |
| Admin fee / account holder | $2,933 | $2,435+20.4% | $5,150-43.0% | $3,203-8.4% |