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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 | $32,447 | $50,554-35.8% | $67,681-52.1% | $87,485-62.9% |
| Participation rate | 52.2% | 67.7%-15.5pp | 73.7%-21.6pp | 68.9%-16.8pp |
| Annual return | 15.50% | 17.81%-2.3pp | 590.58%-575.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $1,405 | $1,988-29.3% | $2,678-47.5% | $2,596-45.9% |
| Participant deferral / active EE | $3,538 | $2,961+19.5% | $3,976-11.0% | $4,274-17.2% |
| Admin fee / account holder | $1,230 | $4,132-70.2% | $6,100-79.8% | $7,775-84.2% |