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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 | $34,909 | $55,889-37.5% | $76,119-54.1% | $80,935-56.9% |
| Participation rate | 43.5% | 62.1%-18.6pp | 69.1%-25.6pp | 67.7%-24.2pp |
| Annual return | 21.82% | 20.58%+1.2pp | 361.25%-339.4pp | 35.66%-13.8pp |
| Employer contribution / active EE | $538 | $1,866-71.2% | $2,693-80.0% | $2,757-80.5% |
| Participant deferral / active EE | $2,295 | $3,051-24.8% | $4,259-46.1% | $4,299-46.6% |
| Admin fee / account holder | $5,383 | $5,241+2.7% | $6,421-16.2% | $6,924-22.3% |