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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 | $61,790 | $97,648-36.7% | $121,663-49.2% | $87,485-29.4% |
| Participation rate | 38.9% | 70.5%-31.6pp | 74.5%-35.6pp | 68.9%-30.0pp |
| Annual return | 18.22% | 18.03%+0.2pp | 147.54%-129.3pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,257 | $2,300-45.4% | $3,020-58.4% | $2,596-51.6% |
| Participant deferral / active EE | $1,913 | $3,923-51.2% | $4,887-60.9% | $4,274-55.2% |
| Admin fee / account holder | $2,172 | $11,100-80.4% | $14,289-84.8% | $7,775-72.1% |