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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 | $33,502 | $51,638-35.1% | $68,368-51.0% | $82,448-59.4% |
| Participation rate | 32.4% | 63.6%-31.3pp | 73.8%-41.4pp | 68.1%-35.7pp |
| Annual return | 16.92% | 37.53%-20.6pp | 292.57%-275.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $454 | $2,047-77.8% | $2,649-82.9% | $2,551-82.2% |
| Participant deferral / active EE | $1,883 | $2,914-35.4% | $4,123-54.3% | $4,139-54.5% |
| Admin fee / account holder | $446 | $4,643-90.4% | $5,150-91.3% | $7,234-93.8% |