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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 | $39,339 | $49,976-21.3% | $66,674-41.0% | $82,637-52.4% |
| Participation rate | 54.7% | 63.1%-8.4pp | 73.7%-19.0pp | 68.1%-13.3pp |
| Annual return | 18.55% | 39.09%-20.5pp | 321.24%-302.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $1,049 | $1,988-47.3% | $2,620-60.0% | $2,552-58.9% |
| Participant deferral / active EE | $4,976 | $2,847+74.8% | $4,084+21.8% | $4,126+20.6% |
| Admin fee / account holder | $5,749 | $4,594+25.1% | $5,098+12.8% | $7,339-21.7% |