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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 | $29,895 | $66,180-54.8% | $118,746-74.8% | $62,293-52.0% |
| Participation rate | 34.8% | 71.3%-36.5pp | 78.3%-43.5pp | 69.5%-34.7pp |
| Annual return | 19.09% | 60.89%-41.8pp | 24.54%-5.4pp | 28.90%-9.8pp |
| Employer contribution / active EE | $1,535 | $3,183-51.8% | $4,193-63.4% | $2,042-24.8% |
| Participant deferral / active EE | $2,926 | $4,247-31.1% | $5,332-45.1% | $3,169-7.7% |
| Admin fee / account holder | $5,415 | $753+618.6% | $10,720-49.5% | $479+1029.6% |