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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 | $29,489 | $48,011-38.6% | $63,803-53.8% | $82,637-64.3% |
| Participation rate | 45.6% | 66.6%-21.0pp | 72.7%-27.1pp | 68.1%-22.4pp |
| Annual return | 25.59% | 19.84%+5.7pp | 543.72%-518.1pp | 53.51%-27.9pp |
| Employer contribution / active EE | $1,534 | $1,904-19.4% | $2,532-39.4% | $2,552-39.9% |
| Participant deferral / active EE | $3,306 | $2,846+16.1% | $3,843-14.0% | $4,126-19.9% |
| Admin fee / account holder | $1,236 | $3,873-68.1% | $5,196-76.2% | $7,339-83.2% |