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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 | $33,820 | $50,554-33.1% | $67,681-50.0% | $87,485-61.3% |
| Participation rate | 52.1% | 67.7%-15.6pp | 73.7%-21.6pp | 68.9%-16.8pp |
| Annual return | 11.40% | 17.81%-6.4pp | 590.58%-579.2pp | 26.06%-14.7pp |
| Employer contribution / active EE | $481 | $1,988-75.8% | $2,678-82.0% | $2,596-81.5% |
| Participant deferral / active EE | $2,412 | $2,961-18.5% | $3,976-39.3% | $4,274-43.6% |
| Admin fee / account holder | $1,436 | $4,132-65.2% | $6,100-76.5% | $7,775-81.5% |