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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 | $28,561 | $47,479-39.8% | $62,929-54.6% | $82,448-65.4% |
| Participation rate | 58.3% | 66.9%-8.5pp | 73.1%-14.8pp | 68.1%-9.7pp |
| Annual return | 17.48% | 20.34%-2.9pp | 1063.93%-1046.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,639 | $1,885-13.1% | $2,505-34.6% | $2,551-35.8% |
| Participant deferral / active EE | $3,608 | $2,870+25.7% | $3,888-7.2% | $4,139-12.8% |
| Admin fee / account holder | $1,980 | $3,804-48.0% | $5,065-60.9% | $7,234-72.6% |