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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 | $49,976-42.3% | $66,674-56.7% | $82,637-65.1% |
| Participation rate | 48.8% | 63.1%-14.3pp | 73.7%-24.9pp | 68.1%-19.3pp |
| Annual return | 16.90% | 39.09%-22.2pp | 321.24%-304.3pp | 53.51%-36.6pp |
| Employer contribution / active EE | $1,275 | $1,988-35.9% | $2,620-51.3% | $2,552-50.0% |
| Participant deferral / active EE | $1,363 | $2,847-52.1% | $4,084-66.6% | $4,126-67.0% |
| Admin fee / account holder | $4,023 | $4,594-12.4% | $5,098-21.1% | $7,339-45.2% |