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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 | $34,364 | $48,050-28.5% | $96,754-64.5% | $64,340-46.6% |
| Participation rate | 31.9% | 40.6%-8.6pp | 70.3%-38.3pp | 55.2%-23.3pp |
| Annual return | 15.24% | 23.41%-8.2pp | 82.04%-66.8pp | 24.14%-8.9pp |
| Employer contribution / active EE | $1,464 | $1,204+21.6% | $2,679-45.3% | $1,862-21.3% |
| Participant deferral / active EE | $3,811 | $2,191+73.9% | $4,758-19.9% | $2,980+27.9% |
| Admin fee / account holder | $12,304 | $3,741+228.9% | $8,905+38.2% | $3,703+232.3% |