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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 | $57,253 | $83,369-31.3% | $105,223-45.6% | $67,986-15.8% |
| Participation rate | 42.5% | 56.3%-13.8pp | 75.0%-32.5pp | 57.2%-14.7pp |
| Annual return | 18.59% | 24.64%-6.1pp | 180.65%-162.1pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,194 | $2,541-53.0% | $3,689-67.6% | $2,019-40.9% |
| Participant deferral / active EE | $2,606 | $3,295-20.9% | $5,072-48.6% | $3,358-22.4% |
| Admin fee / account holder | $3,442 | $4,073-15.5% | $8,859-61.1% | $3,203+7.5% |