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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 | $29,158 | $43,338-32.7% | $59,887-51.3% | $64,173-54.6% |
| Participation rate | 47.4% | 69.2%-21.8pp | 74.7%-27.3pp | 69.6%-22.2pp |
| Annual return | 85.83% | -1.55%+87.4pp | 3.46%+82.4pp | 7.63%+78.2pp |
| Employer contribution / active EE | $1,955 | $2,030-3.7% | $2,722-28.2% | $2,381-17.9% |
| Participant deferral / active EE | $5,157 | $2,547+102.4% | $3,402+51.6% | $3,470+48.6% |
| Admin fee / account holder | $2,611 | $3,007-13.2% | $3,591-27.3% | $4,887-46.6% |