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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 | $32,214 | $71,215-54.8% | $93,696-65.6% | $80,935-60.2% |
| Participation rate | 12.5% | 60.4%-47.9pp | 68.7%-56.2pp | 67.7%-55.2pp |
| Annual return | 12.45% | 11.27%+1.2pp | 133.74%-121.3pp | 35.66%-23.2pp |
| Employer contribution / active EE | $921 | $1,565-41.1% | $2,422-62.0% | $2,757-66.6% |
| Participant deferral / active EE | $2,217 | $4,037-45.1% | $4,417-49.8% | $4,299-48.4% |
| Admin fee / account holder | $2,143 | $6,958-69.2% | $8,287-74.1% | $6,924-69.1% |