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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 | $34,039 | $49,976-31.9% | $66,674-48.9% | $82,637-58.8% |
| Participation rate | 31.9% | 63.1%-31.2pp | 73.7%-41.8pp | 68.1%-36.1pp |
| Annual return | 20.34% | 39.09%-18.8pp | 321.24%-300.9pp | 53.51%-33.2pp |
| Employer contribution / active EE | $1,303 | $1,988-34.5% | $2,620-50.3% | $2,552-49.0% |
| Participant deferral / active EE | $2,646 | $2,847-7.0% | $4,084-35.2% | $4,126-35.9% |
| Admin fee / account holder | $2,796 | $4,594-39.1% | $5,098-45.1% | $7,339-61.9% |