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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 | $49,976-41.1% | $66,674-55.9% | $82,637-64.4% |
| Participation rate | 46.7% | 63.1%-16.4pp | 73.7%-27.0pp | 68.1%-21.4pp |
| Annual return | 15.72% | 39.09%-23.4pp | 321.24%-305.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,066 | $1,988-46.4% | $2,620-59.3% | $2,552-58.2% |
| Participant deferral / active EE | $1,988 | $2,847-30.2% | $4,084-51.3% | $4,126-51.8% |
| Admin fee / account holder | $1,029 | $4,594-77.6% | $5,098-79.8% | $7,339-86.0% |