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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 | $31,729 | $49,976-36.5% | $66,674-52.4% | $82,637-61.6% |
| Participation rate | 41.9% | 63.1%-21.2pp | 73.7%-31.8pp | 68.1%-26.2pp |
| Annual return | 22.49% | 39.09%-16.6pp | 321.24%-298.8pp | 53.51%-31.0pp |
| Employer contribution / active EE | $979 | $1,988-50.7% | $2,620-62.6% | $2,552-61.6% |
| Participant deferral / active EE | $2,857 | $2,847+0.4% | $4,084-30.1% | $4,126-30.8% |
| Admin fee / account holder | $3,902 | $4,594-15.1% | $5,098-23.5% | $7,339-46.8% |