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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 | $59,422 | $96,731-38.6% | $123,973-52.1% | $86,983-31.7% |
| Participation rate | 45.2% | 70.0%-24.9pp | 76.7%-31.5pp | 69.5%-24.4pp |
| Annual return | 17.86% | 17.33%+0.5pp | 388.13%-370.3pp | 25.83%-8.0pp |
| Employer contribution / active EE | $1,100 | $3,297-66.6% | $4,126-73.3% | $2,584-57.4% |
| Participant deferral / active EE | $2,410 | $4,152-41.9% | $5,247-54.1% | $4,194-42.5% |
| Admin fee / account holder | $3,916 | $8,722-55.1% | $11,799-66.8% | $7,856-50.2% |