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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 | $51,326 | $93,345-45.0% | $119,126-56.9% | $87,485-41.3% |
| Participation rate | 36.6% | 68.7%-32.2pp | 75.8%-39.2pp | 68.9%-32.3pp |
| Annual return | 19.65% | 19.08%+0.6pp | 282.11%-262.5pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,027 | $3,172-67.6% | $4,034-74.5% | $2,596-60.5% |
| Participant deferral / active EE | $1,937 | $4,099-52.7% | $5,318-63.6% | $4,274-54.7% |
| Admin fee / account holder | $483 | $8,039-94.0% | $10,693-95.5% | $7,775-93.8% |