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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 | $39,956 | $51,638-22.6% | $68,368-41.6% | $82,448-51.5% |
| Participation rate | 50.0% | 63.6%-13.6pp | 73.8%-23.8pp | 68.1%-18.1pp |
| Annual return | 16.21% | 37.53%-21.3pp | 292.57%-276.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,262 | $2,047-38.4% | $2,649-52.4% | $2,551-50.5% |
| Participant deferral / active EE | $2,157 | $2,914-26.0% | $4,123-47.7% | $4,139-47.9% |
| Admin fee / account holder | $913 | $4,643-80.3% | $5,150-82.3% | $7,234-87.4% |