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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 | $36,038 | $51,638-30.2% | $68,368-47.3% | $82,448-56.3% |
| Participation rate | 43.1% | 63.6%-20.5pp | 73.8%-30.7pp | 68.1%-25.0pp |
| Annual return | 17.77% | 37.53%-19.8pp | 292.57%-274.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $961 | $2,047-53.1% | $2,649-63.7% | $2,551-62.3% |
| Participant deferral / active EE | $3,361 | $2,914+15.4% | $4,123-18.5% | $4,139-18.8% |
| Admin fee / account holder | $5,110 | $4,643+10.0% | $5,150-0.8% | $7,234-29.4% |