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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 | $42,583 | $78,690-45.9% | $161,489-73.6% | $87,485-51.3% |
| Participation rate | 23.1% | 67.5%-44.4pp | 78.7%-55.6pp | 68.9%-45.9pp |
| Annual return | 14.51% | 32.74%-18.2pp | 89.72%-75.2pp | 26.06%-11.5pp |
| Employer contribution / active EE | $753 | $2,588-70.9% | $4,268-82.4% | $2,596-71.0% |
| Participant deferral / active EE | $1,890 | $3,311-42.9% | $5,630-66.4% | $4,274-55.8% |
| Admin fee / account holder | $14,517 | $6,724+115.9% | $16,006-9.3% | $7,775+86.7% |