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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 | $86,050-50.5% | $189,758-77.6% | $94,015-54.7% |
| Participation rate | 23.1% | 68.9%-45.8pp | 79.8%-56.7pp | 70.8%-47.7pp |
| Annual return | 14.51% | 17.77%-3.3pp | 52.62%-38.1pp | 17.84%-3.3pp |
| Employer contribution / active EE | $753 | $2,819-73.3% | $4,767-84.2% | $2,790-73.0% |
| Participant deferral / active EE | $1,890 | $3,349-43.6% | $5,856-67.7% | $4,249-55.5% |
| Admin fee / account holder | $14,517 | $6,627+119.1% | $20,388-28.8% | $8,951+62.2% |