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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 | $52,120 | $49,976+4.3% | $66,674-21.8% | $82,637-36.9% |
| Participation rate | 35.6% | 63.1%-27.5pp | 73.7%-38.1pp | 68.1%-32.5pp |
| Annual return | 18.26% | 39.09%-20.8pp | 321.24%-303.0pp | 53.51%-35.2pp |
| Employer contribution / active EE | $383 | $1,988-80.8% | $2,620-85.4% | $2,552-85.0% |
| Participant deferral / active EE | $2,646 | $2,847-7.1% | $4,084-35.2% | $4,126-35.9% |
| Admin fee / account holder | $4,442 | $4,594-3.3% | $5,098-12.9% | $7,339-39.5% |