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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 | $28,563 | $48,053-40.6% | $84,637-66.3% | $72,976-60.9% |
| Participation rate | 39.2% | 57.6%-18.4pp | 68.2%-29.0pp | 69.5%-30.3pp |
| Annual return | 27.56% | 37.39%-9.8pp | 258.82%-231.3pp | 81.02%-53.5pp |
| Employer contribution / active EE | $2,022 | $1,602+26.2% | $2,653-23.8% | $2,440-17.1% |
| Participant deferral / active EE | $2,330 | $2,681-13.1% | $3,900-40.3% | $3,608-35.4% |
| Admin fee / account holder | $1,520 | $3,395-55.2% | $4,914-69.1% | $5,124-70.3% |