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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 | $31,493 | $71,197-55.8% | $93,669-66.4% | $80,925-61.1% |
| Participation rate | 23.6% | 60.4%-36.8pp | 68.7%-45.1pp | 67.7%-44.0pp |
| Annual return | 19.98% | 11.27%+8.7pp | 133.59%-113.6pp | 35.65%-15.7pp |
| Employer contribution / active EE | $856 | $1,565-45.3% | $2,424-64.7% | $2,756-68.9% |
| Participant deferral / active EE | $2,234 | $4,036-44.6% | $4,416-49.4% | $4,299-48.0% |
| Admin fee / account holder | $2,553 | $6,959-63.3% | $8,291-69.2% | $6,940-63.2% |