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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 | $34,990 | $93,345-62.5% | $119,126-70.6% | $87,485-60.0% |
| Participation rate | 41.8% | 68.7%-26.9pp | 75.8%-33.9pp | 68.9%-27.1pp |
| Annual return | 19.18% | 19.08%+0.1pp | 282.11%-262.9pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,063 | $3,172-66.5% | $4,034-73.7% | $2,596-59.1% |
| Participant deferral / active EE | $2,701 | $4,099-34.1% | $5,318-49.2% | $4,274-36.8% |
| Admin fee / account holder | $1,205 | $8,039-85.0% | $10,693-88.7% | $7,775-84.5% |