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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 | $38,285 | $80,332-52.3% | $107,187-64.3% | $64,097-40.3% |
| Participation rate | 28.7% | 54.4%-25.7pp | 75.0%-46.3pp | 55.2%-26.5pp |
| Annual return | 25.26% | 24.26%+1.0pp | 204.55%-179.3pp | 34.64%-9.4pp |
| Employer contribution / active EE | $1,231 | $2,501-50.8% | $3,782-67.5% | $1,891-34.9% |
| Participant deferral / active EE | $2,104 | $3,109-32.3% | $5,096-58.7% | $3,080-31.7% |
| Admin fee / account holder | $9,027 | $4,314+109.2% | $9,162-1.5% | $3,454+161.3% |