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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 | $30,856 | $51,184-39.7% | $66,439-53.6% | $86,983-64.5% |
| Participation rate | 48.6% | 68.5%-19.9pp | 74.5%-25.9pp | 69.5%-21.0pp |
| Annual return | 20.95% | 17.07%+3.9pp | 757.66%-736.7pp | 25.83%-4.9pp |
| Employer contribution / active EE | $1,088 | $2,023-46.2% | $2,637-58.7% | $2,584-57.9% |
| Participant deferral / active EE | $2,386 | $2,927-18.5% | $3,876-38.4% | $4,194-43.1% |
| Admin fee / account holder | $366 | $4,154-91.2% | $6,173-94.1% | $7,856-95.3% |