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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 | $49,067 | $51,638-5.0% | $68,368-28.2% | $82,448-40.5% |
| Participation rate | 40.9% | 63.6%-22.7pp | 73.8%-32.8pp | 68.1%-27.2pp |
| Annual return | 15.16% | 37.53%-22.4pp | 292.57%-277.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,224 | $2,047-40.2% | $2,649-53.8% | $2,551-52.0% |
| Participant deferral / active EE | $2,732 | $2,914-6.2% | $4,123-33.7% | $4,139-34.0% |
| Admin fee / account holder | $1,634 | $4,643-64.8% | $5,150-68.3% | $7,234-77.4% |