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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 | $45,119-28.8% | $85,126-62.3% | $74,429-56.8% |
| Participation rate | 23.2% | 49.4%-26.2pp | 67.5%-44.3pp | 67.2%-44.0pp |
| Annual return | 14.51% | 26.28%-11.8pp | 66.63%-52.1pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $972 | $1,460-33.5% | $2,731-64.4% | $2,625-63.0% |
| Participant deferral / active EE | $2,764 | $2,738+0.9% | $4,523-38.9% | $4,348-36.4% |
| Admin fee / account holder | $4,911 | $2,214+121.8% | $6,160-20.3% | $1,944+152.6% |