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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 | $44,585 | $76,383-41.6% | $121,663-63.4% | $64,340-30.7% |
| Participation rate | 34.5% | 60.4%-25.9pp | 74.5%-39.9pp | 55.2%-20.7pp |
| Annual return | 14.61% | 16.98%-2.4pp | 147.54%-132.9pp | 24.14%-9.5pp |
| Employer contribution / active EE | $1,187 | $1,943-38.9% | $3,020-60.7% | $1,862-36.3% |
| Participant deferral / active EE | $2,024 | $3,149-35.7% | $4,887-58.6% | $2,980-32.1% |
| Admin fee / account holder | $15,377 | $4,142+271.3% | $14,289+7.6% | $3,703+315.3% |