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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 | $31,912 | $51,638-38.2% | $68,368-53.3% | $82,448-61.3% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.5pp | 68.1%-12.8pp |
| Annual return | 20.04% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $899 | $2,047-56.1% | $2,649-66.0% | $2,551-64.7% |
| Participant deferral / active EE | $1,696 | $2,914-41.8% | $4,123-58.9% | $4,139-59.0% |
| Admin fee / account holder | $575 | $4,643-87.6% | $5,150-88.8% | $7,234-92.0% |