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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 | $33,265 | $51,638-35.6% | $68,368-51.3% | $82,448-59.7% |
| Participation rate | 51.1% | 63.6%-12.5pp | 73.8%-22.6pp | 68.1%-17.0pp |
| Annual return | 17.57% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $949 | $2,047-53.7% | $2,649-64.2% | $2,551-62.8% |
| Participant deferral / active EE | $2,215 | $2,914-24.0% | $4,123-46.3% | $4,139-46.5% |
| Admin fee / account holder | $3,825 | $4,643-17.6% | $5,150-25.7% | $7,234-47.1% |