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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 | $30,010 | $55,902-46.3% | $76,030-60.5% | $80,959-62.9% |
| Participation rate | 27.5% | 62.1%-34.5pp | 69.1%-41.5pp | 67.7%-40.1pp |
| Annual return | 23.26% | 20.59%+2.7pp | 361.54%-338.3pp | 35.67%-12.4pp |
| Employer contribution / active EE | $1,594 | $1,867-14.6% | $2,688-40.7% | $2,757-42.2% |
| Participant deferral / active EE | $2,144 | $3,051-29.7% | $4,257-49.6% | $4,300-50.1% |
| Admin fee / account holder | $723 | $5,239-86.2% | $6,421-88.7% | $6,925-89.6% |