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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 | $31,970 | $72,071-55.6% | $68,368-53.2% | $137,256-76.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 21.99% | 353.14%-331.1pp | 292.57%-270.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,625 | $2,788-41.7% | $2,649-38.6% | $4,156-60.9% |
| Participant deferral / active EE | $4,245 | $4,410-3.7% | $4,123+3.0% | $6,407-33.7% |
| Admin fee / account holder | $1,230 | $5,336-77.0% | $5,150-76.1% | $12,270-90.0% |