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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 | $31,700 | $49,976-36.6% | $66,674-52.5% | $82,637-61.6% |
| Participation rate | 52.8% | 63.1%-10.3pp | 73.7%-20.9pp | 68.1%-15.3pp |
| Annual return | 20.36% | 39.09%-18.7pp | 321.24%-300.9pp | 53.51%-33.1pp |
| Employer contribution / active EE | $1,149 | $1,988-42.2% | $2,620-56.1% | $2,552-55.0% |
| Participant deferral / active EE | $3,437 | $2,847+20.7% | $4,084-15.8% | $4,126-16.7% |
| Admin fee / account holder | $433 | $4,594-90.6% | $5,098-91.5% | $7,339-94.1% |