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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 | $42,871 | $80,674-46.9% | $119,126-64.0% | $64,340-33.4% |
| Participation rate | 42.1% | 55.2%-13.1pp | 75.8%-33.6pp | 55.2%-13.1pp |
| Annual return | 13.21% | 26.86%-13.7pp | 282.11%-268.9pp | 24.14%-10.9pp |
| Employer contribution / active EE | $929 | $2,564-63.8% | $4,034-77.0% | $1,862-50.1% |
| Participant deferral / active EE | $1,952 | $3,053-36.1% | $5,318-63.3% | $2,980-34.5% |
| Admin fee / account holder | $9,320 | $4,559+104.4% | $10,693-12.8% | $3,703+151.7% |