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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 | $52,833 | $58,311-9.4% | $81,882-35.5% | $80,959-34.7% |
| Participation rate | 48.1% | 63.5%-15.3pp | 72.4%-24.2pp | 67.7%-19.5pp |
| Annual return | 17.25% | 41.85%-24.6pp | 779.47%-762.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $1,680 | $2,347-28.4% | $2,916-42.4% | $2,757-39.1% |
| Participant deferral / active EE | $4,004 | $3,287+21.8% | $4,323-7.4% | $4,300-6.9% |
| Admin fee / account holder | $1,681 | $4,752-64.6% | $7,360-77.2% | $6,925-75.7% |