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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 | $28,199 | $49,976-43.6% | $66,674-57.7% | $82,637-65.9% |
| Participation rate | 56.6% | 63.1%-6.5pp | 73.7%-17.1pp | 68.1%-11.5pp |
| Annual return | 17.76% | 39.09%-21.3pp | 321.24%-303.5pp | 53.51%-35.7pp |
| Employer contribution / active EE | $1,120 | $1,988-43.7% | $2,620-57.3% | $2,552-56.1% |
| Participant deferral / active EE | $2,027 | $2,847-28.8% | $4,084-50.4% | $4,126-50.9% |
| Admin fee / account holder | $3,566 | $4,594-22.4% | $5,098-30.0% | $7,339-51.4% |