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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 | $31,845 | $51,638-38.3% | $68,368-53.4% | $82,448-61.4% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 18.83% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $950 | $2,047-53.6% | $2,649-64.1% | $2,551-62.8% |
| Participant deferral / active EE | $1,987 | $2,914-31.8% | $4,123-51.8% | $4,139-52.0% |
| Admin fee / account holder | $2,211 | $4,643-52.4% | $5,150-57.1% | $7,234-69.4% |