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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 | $31,078 | $51,638-39.8% | $68,368-54.5% | $82,448-62.3% |
| Participation rate | 54.5% | 63.6%-9.1pp | 73.8%-19.2pp | 68.1%-13.5pp |
| Annual return | 14.28% | 37.53%-23.3pp | 292.57%-278.3pp | 41.64%-27.4pp |
| Employer contribution / active EE | $1,585 | $2,047-22.6% | $2,649-40.2% | $2,551-37.9% |
| Participant deferral / active EE | $1,623 | $2,914-44.3% | $4,123-60.6% | $4,139-60.8% |
| Admin fee / account holder | $2,852 | $4,643-38.6% | $5,150-44.6% | $7,234-60.6% |