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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 | $32,773 | $48,011-31.7% | $63,803-48.6% | $82,637-60.3% |
| Participation rate | 61.8% | 66.6%-4.8pp | 72.7%-10.9pp | 68.1%-6.3pp |
| Annual return | 13.95% | 19.84%-5.9pp | 543.72%-529.8pp | 53.51%-39.6pp |
| Employer contribution / active EE | $941 | $1,904-50.6% | $2,532-62.9% | $2,552-63.1% |
| Participant deferral / active EE | $4,318 | $2,846+51.7% | $3,843+12.3% | $4,126+4.6% |
| Admin fee / account holder | $446 | $3,873-88.5% | $5,196-91.4% | $7,339-93.9% |