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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 | $38,176 | $78,707-51.5% | $117,861-67.6% | $70,126-45.6% |
| Participation rate | 48.4% | 73.2%-24.8pp | 79.7%-31.3pp | 69.5%-21.2pp |
| Annual return | 23.47% | 23.30%+0.2pp | 335.11%-311.6pp | 73.15%-49.7pp |
| Employer contribution / active EE | $1,504 | $2,223-32.3% | $3,786-60.3% | $2,343-35.8% |
| Participant deferral / active EE | $3,236 | $3,297-1.9% | $4,482-27.8% | $3,332-2.9% |
| Admin fee / account holder | $1,337 | $5,066-73.6% | $8,021-83.3% | $4,645-71.2% |