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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 | $28,092 | $51,638-45.6% | $68,368-58.9% | $82,448-65.9% |
| Participation rate | 20.4% | 63.6%-43.2pp | 73.8%-53.3pp | 68.1%-47.7pp |
| Annual return | 13.45% | 37.53%-24.1pp | 292.57%-279.1pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,039 | $2,047-49.2% | $2,649-60.8% | $2,551-59.3% |
| Participant deferral / active EE | $2,331 | $2,914-20.0% | $4,123-43.5% | $4,139-43.7% |
| Admin fee / account holder | $6,680 | $4,643+43.9% | $5,150+29.7% | $7,234-7.7% |