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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 | $20,492 | $43,730-53.1% | $66,674-69.3% | $64,097-68.0% |
| Participation rate | 37.7% | 50.7%-13.1pp | 73.7%-36.0pp | 55.2%-17.5pp |
| Annual return | 15.88% | 53.62%-37.7pp | 321.24%-305.4pp | 34.64%-18.8pp |
| Employer contribution / active EE | $1,274 | $1,673-23.8% | $2,620-51.4% | $1,891-32.6% |
| Participant deferral / active EE | $2,451 | $2,122+15.5% | $4,084-40.0% | $3,080-20.4% |
| Admin fee / account holder | $3,703 | $2,708+36.8% | $5,098-27.4% | $3,454+7.2% |