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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 | $30,143 | $45,041-33.1% | $63,003-52.2% | $70,131-57.0% |
| Participation rate | 32.3% | 69.5%-37.3pp | 74.8%-42.6pp | 69.5%-37.3pp |
| Annual return | 13.17% | 18.76%-5.6pp | 87.59%-74.4pp | 73.14%-60.0pp |
| Employer contribution / active EE | $761 | $2,052-62.9% | $2,760-72.4% | $2,342-67.5% |
| Participant deferral / active EE | $1,074 | $2,465-56.4% | $3,329-67.7% | $3,332-67.8% |
| Admin fee / account holder | $10,950 | $2,836+286.2% | $3,600+204.2% | $4,645+135.7% |