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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 | $59,780 | $77,788-23.1% | $119,126-49.8% | $64,728-7.6% |
| Participation rate | 33.3% | 69.4%-36.1pp | 75.8%-42.4pp | 57.9%-24.6pp |
| Annual return | 21.20% | 13.19%+8.0pp | 282.11%-260.9pp | 49.38%-28.2pp |
| Employer contribution / active EE | $1,418 | $4,031-64.8% | $4,034-64.8% | $2,243-36.8% |
| Participant deferral / active EE | $2,815 | $2,599+8.3% | $5,318-47.1% | $2,729+3.1% |
| Admin fee / account holder | $3,960 | $1,365+190.1% | $10,693-63.0% | $1,145+245.8% |