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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 | $52,766 | $63,354-16.7% | $94,105-43.9% | $82,637-36.1% |
| Participation rate | 36.9% | 63.8%-26.9pp | 71.9%-35.0pp | 68.1%-31.1pp |
| Annual return | 15.91% | 34.36%-18.4pp | 204.55%-188.6pp | 53.51%-37.6pp |
| Employer contribution / active EE | $1,059 | $1,760-39.8% | $2,504-57.7% | $2,552-58.5% |
| Participant deferral / active EE | $3,965 | $2,873+38.0% | $3,881+2.2% | $4,126-3.9% |
| Admin fee / account holder | $3,311 | $5,073-34.7% | $6,199-46.6% | $7,339-54.9% |