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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 | $30,603 | $61,125-49.9% | $94,057-67.5% | $87,485-65.0% |
| Participation rate | 51.4% | 64.1%-12.6pp | 73.3%-21.9pp | 68.9%-17.5pp |
| Annual return | 18.85% | 35.20%-16.3pp | 480.62%-461.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,819 | $2,136-14.8% | $2,933-38.0% | $2,596-29.9% |
| Participant deferral / active EE | $4,163 | $3,260+27.7% | $4,709-11.6% | $4,274-2.6% |
| Admin fee / account holder | $4,318 | $5,629-23.3% | $7,244-40.4% | $7,775-44.5% |