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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 | $35,388 | $51,638-31.5% | $68,368-48.2% | $82,448-57.1% |
| Participation rate | 42.3% | 63.6%-21.3pp | 73.8%-31.4pp | 68.1%-25.8pp |
| Annual return | 14.34% | 37.53%-23.2pp | 292.57%-278.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $816 | $2,047-60.1% | $2,649-69.2% | $2,551-68.0% |
| Participant deferral / active EE | $2,263 | $2,914-22.3% | $4,123-45.1% | $4,139-45.3% |
| Admin fee / account holder | $3,997 | $4,643-13.9% | $5,150-22.4% | $7,234-44.7% |