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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 | $29,411 | $51,638-43.0% | $68,368-57.0% | $82,448-64.3% |
| Participation rate | 46.7% | 63.6%-16.9pp | 73.8%-27.1pp | 68.1%-21.4pp |
| Annual return | 15.72% | 37.53%-21.8pp | 292.57%-276.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,066 | $2,047-47.9% | $2,649-59.8% | $2,551-58.2% |
| Participant deferral / active EE | $1,988 | $2,914-31.8% | $4,123-51.8% | $4,139-52.0% |
| Admin fee / account holder | $1,029 | $4,643-77.8% | $5,150-80.0% | $7,234-85.8% |