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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 | $53,762 | $63,354-15.1% | $94,105-42.9% | $82,637-34.9% |
| Participation rate | 33.0% | 63.8%-30.8pp | 71.9%-39.0pp | 68.1%-35.1pp |
| Annual return | 14.04% | 34.36%-20.3pp | 204.55%-190.5pp | 53.51%-39.5pp |
| Employer contribution / active EE | $1,221 | $1,760-30.6% | $2,504-51.2% | $2,552-52.1% |
| Participant deferral / active EE | $1,646 | $2,873-42.7% | $3,881-57.6% | $4,126-60.1% |
| Admin fee / account holder | $1,808 | $5,073-64.4% | $6,199-70.8% | $7,339-75.4% |