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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 | $35,516 | $51,638-31.2% | $68,368-48.1% | $82,448-56.9% |
| Participation rate | 52.9% | 63.6%-10.7pp | 73.8%-20.8pp | 68.1%-15.1pp |
| Annual return | 16.11% | 37.53%-21.4pp | 292.57%-276.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $415 | $2,047-79.7% | $2,649-84.3% | $2,551-83.7% |
| Participant deferral / active EE | $2,678 | $2,914-8.1% | $4,123-35.0% | $4,139-35.3% |
| Admin fee / account holder | $4,655 | $4,643+0.3% | $5,150-9.6% | $7,234-35.6% |