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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 | $51,638-40.7% | $68,368-55.2% | $82,448-62.9% |
| Participation rate | 51.4% | 63.6%-12.2pp | 73.8%-22.3pp | 68.1%-16.6pp |
| Annual return | 18.85% | 37.53%-18.7pp | 292.57%-273.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,819 | $2,047-11.1% | $2,649-31.3% | $2,551-28.7% |
| Participant deferral / active EE | $4,163 | $2,914+42.9% | $4,123+1.0% | $4,139+0.6% |
| Admin fee / account holder | $4,318 | $4,643-7.0% | $5,150-16.1% | $7,234-40.3% |