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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 | $70,230 | $88,360-20.5% | $145,433-51.7% | $67,986+3.3% |
| Participation rate | 31.9% | 65.5%-33.6pp | 82.1%-50.3pp | 57.2%-25.3pp |
| Annual return | 15.75% | 63.15%-47.4pp | 66.58%-50.8pp | 31.67%-15.9pp |
| Employer contribution / active EE | $1,303 | $3,054-57.3% | $4,554-71.4% | $2,019-35.5% |
| Participant deferral / active EE | $3,267 | $5,932-44.9% | $7,897-58.6% | $3,358-2.7% |
| Admin fee / account holder | $18,453 | $3,313+456.9% | $13,129+40.5% | $3,203+476.1% |