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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 | $28,151 | $51,638-45.5% | $68,368-58.8% | $82,448-65.9% |
| Participation rate | 43.6% | 63.6%-20.0pp | 73.8%-30.2pp | 68.1%-24.5pp |
| Annual return | 40.66% | 37.53%+3.1pp | 292.57%-251.9pp | 41.64%-1.0pp |
| Employer contribution / active EE | $1,069 | $2,047-47.8% | $2,649-59.6% | $2,551-58.1% |
| Participant deferral / active EE | $2,651 | $2,914-9.0% | $4,123-35.7% | $4,139-36.0% |
| Admin fee / account holder | $7,370 | $4,643+58.7% | $5,150+43.1% | $7,234+1.9% |