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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 | $32,491 | $51,638-37.1% | $68,368-52.5% | $82,448-60.6% |
| Participation rate | 49.5% | 63.6%-14.1pp | 73.8%-24.3pp | 68.1%-18.6pp |
| Annual return | 18.18% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,439 | $2,047-29.7% | $2,649-45.7% | $2,551-43.6% |
| Participant deferral / active EE | $3,245 | $2,914+11.4% | $4,123-21.3% | $4,139-21.6% |
| Admin fee / account holder | $2,789 | $4,643-39.9% | $5,150-45.8% | $7,234-61.4% |