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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 | $34,250 | $51,638-33.7% | $68,368-49.9% | $82,448-58.5% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-20.9pp | 68.1%-15.2pp |
| Annual return | 19.15% | 37.53%-18.4pp | 292.57%-273.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,139 | $2,047-44.4% | $2,649-57.0% | $2,551-55.4% |
| Participant deferral / active EE | $2,839 | $2,914-2.6% | $4,123-31.1% | $4,139-31.4% |
| Admin fee / account holder | $2,410 | $4,643-48.1% | $5,150-53.2% | $7,234-66.7% |