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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 | $34,376 | $93,345-63.2% | $119,126-71.1% | $87,485-60.7% |
| Participation rate | 29.1% | 68.7%-39.6pp | 75.8%-46.6pp | 68.9%-39.8pp |
| Annual return | 19.29% | 19.08%+0.2pp | 282.11%-262.8pp | 26.06%-6.8pp |
| Employer contribution / active EE | $908 | $3,172-71.4% | $4,034-77.5% | $2,596-65.0% |
| Participant deferral / active EE | $1,836 | $4,099-55.2% | $5,318-65.5% | $4,274-57.0% |
| Admin fee / account holder | $2,768 | $8,039-65.6% | $10,693-74.1% | $7,775-64.4% |