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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 | $42,275 | $50,554-16.4% | $67,681-37.5% | $87,485-51.7% |
| Participation rate | 33.3% | 67.7%-34.4pp | 73.7%-40.4pp | 68.9%-35.6pp |
| Annual return | 13.80% | 17.81%-4.0pp | 590.58%-576.8pp | 26.06%-12.3pp |
| Employer contribution / active EE | $1,247 | $1,988-37.3% | $2,678-53.4% | $2,596-52.0% |
| Participant deferral / active EE | $2,424 | $2,961-18.2% | $3,976-39.0% | $4,274-43.3% |
| Admin fee / account holder | $1,167 | $4,132-71.8% | $6,100-80.9% | $7,775-85.0% |