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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 | $27,105 | $49,976-45.8% | $66,674-59.3% | $82,637-67.2% |
| Participation rate | 42.3% | 63.1%-20.8pp | 73.7%-31.4pp | 68.1%-25.8pp |
| Annual return | 19.87% | 39.09%-19.2pp | 321.24%-301.4pp | 53.51%-33.6pp |
| Employer contribution / active EE | $575 | $1,988-71.1% | $2,620-78.0% | $2,552-77.5% |
| Participant deferral / active EE | $1,248 | $2,847-56.1% | $4,084-69.4% | $4,126-69.7% |
| Admin fee / account holder | $2,972 | $4,594-35.3% | $5,098-41.7% | $7,339-59.5% |