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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 | $28,860 | $61,125-52.8% | $94,057-69.3% | $87,485-67.0% |
| Participation rate | 48.8% | 64.1%-15.3pp | 73.3%-24.6pp | 68.9%-20.2pp |
| Annual return | 16.90% | 35.20%-18.3pp | 480.62%-463.7pp | 26.06%-9.2pp |
| Employer contribution / active EE | $1,275 | $2,136-40.3% | $2,933-56.5% | $2,596-50.9% |
| Participant deferral / active EE | $1,363 | $3,260-58.2% | $4,709-71.1% | $4,274-68.1% |
| Admin fee / account holder | $4,023 | $5,629-28.5% | $7,244-44.5% | $7,775-48.3% |