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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 | $38,695 | $51,638-25.1% | $68,368-43.4% | $82,448-53.1% |
| Participation rate | 51.4% | 63.6%-12.3pp | 73.8%-22.4pp | 68.1%-16.7pp |
| Annual return | 16.49% | 37.53%-21.0pp | 292.57%-276.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $724 | $2,047-64.6% | $2,649-72.7% | $2,551-71.6% |
| Participant deferral / active EE | $1,340 | $2,914-54.0% | $4,123-67.5% | $4,139-67.6% |
| Admin fee / account holder | $4,443 | $4,643-4.3% | $5,150-13.7% | $7,234-38.6% |