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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 | $54,170 | $80,763-32.9% | $102,412-47.1% | $74,459-27.2% |
| Participation rate | 29.1% | 65.7%-36.5pp | 74.5%-45.4pp | 67.2%-38.1pp |
| Annual return | 12.92% | 27.57%-14.7pp | 24.94%-12.0pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $933 | $3,160-70.5% | $3,870-75.9% | $2,626-64.5% |
| Participant deferral / active EE | $2,025 | $3,862-47.6% | $5,060-60.0% | $4,350-53.4% |
| Admin fee / account holder | $6,160 | $2,371+159.8% | $8,388-26.6% | $1,945+216.8% |