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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 | $32,128 | $45,123-28.8% | $85,240-62.3% | $74,478-56.9% |
| Participation rate | 23.2% | 49.4%-26.2pp | 67.5%-44.3pp | 67.2%-44.0pp |
| Annual return | 14.51% | 26.32%-11.8pp | 66.75%-52.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $972 | $1,459-33.4% | $2,735-64.5% | $2,626-63.0% |
| Participant deferral / active EE | $2,764 | $2,736+1.0% | $4,527-39.0% | $4,350-36.5% |
| Admin fee / account holder | $4,911 | $2,215+121.7% | $6,165-20.3% | $1,946+152.4% |