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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 | $49,976-29.2% | $66,674-46.9% | $82,637-57.2% |
| Participation rate | 42.3% | 63.1%-20.8pp | 73.7%-31.4pp | 68.1%-25.7pp |
| Annual return | 14.34% | 39.09%-24.8pp | 321.24%-306.9pp | 53.51%-39.2pp |
| Employer contribution / active EE | $816 | $1,988-59.0% | $2,620-68.9% | $2,552-68.0% |
| Participant deferral / active EE | $2,263 | $2,847-20.5% | $4,084-44.6% | $4,126-45.2% |
| Admin fee / account holder | $3,997 | $4,594-13.0% | $5,098-21.6% | $7,339-45.5% |