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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 | $46,760 | $49,976-6.4% | $66,674-29.9% | $82,637-43.4% |
| Participation rate | 52.3% | 63.1%-10.8pp | 73.7%-21.4pp | 68.1%-15.8pp |
| Annual return | 14.85% | 39.09%-24.2pp | 321.24%-306.4pp | 53.51%-38.7pp |
| Employer contribution / active EE | $1,206 | $1,988-39.3% | $2,620-54.0% | $2,552-52.7% |
| Participant deferral / active EE | $2,479 | $2,847-12.9% | $4,084-39.3% | $4,126-39.9% |
| Admin fee / account holder | $1,031 | $4,594-77.6% | $5,098-79.8% | $7,339-86.0% |