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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 | $96,731-63.8% | $123,973-71.8% | $86,983-59.8% |
| Participation rate | 41.8% | 70.0%-28.2pp | 76.7%-34.8pp | 69.5%-27.7pp |
| Annual return | 19.18% | 17.33%+1.9pp | 388.13%-368.9pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,063 | $3,297-67.8% | $4,126-74.2% | $2,584-58.9% |
| Participant deferral / active EE | $2,701 | $4,152-34.9% | $5,247-48.5% | $4,194-35.6% |
| Admin fee / account holder | $1,205 | $8,722-86.2% | $11,799-89.8% | $7,856-84.7% |