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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 | $45,245 | $91,198-50.4% | $178,503-74.7% | $79,856-43.3% |
| Participation rate | 34.4% | 69.2%-34.8pp | 81.9%-47.6pp | 69.6%-35.3pp |
| Annual return | 19.34% | 24.20%-4.9pp | 151.12%-131.8pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,119 | $3,257-65.6% | $5,011-77.7% | $2,471-54.7% |
| Participant deferral / active EE | $1,811 | $3,237-44.0% | $5,202-65.2% | $3,741-51.6% |
| Admin fee / account holder | $7,044 | $6,748+4.4% | $13,987-49.6% | $5,306+32.7% |