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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 | $26,873 | $49,976-46.2% | $66,674-59.7% | $82,637-67.5% |
| Participation rate | 41.7% | 63.1%-21.4pp | 73.7%-32.0pp | 68.1%-26.4pp |
| Annual return | 15.64% | 39.09%-23.5pp | 321.24%-305.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,729 | $1,988-13.1% | $2,620-34.0% | $2,552-32.3% |
| Participant deferral / active EE | $2,464 | $2,847-13.4% | $4,084-39.7% | $4,126-40.3% |
| Admin fee / account holder | $2,156 | $4,594-53.1% | $5,098-57.7% | $7,339-70.6% |