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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 | $37,500 | $71,230-47.4% | $93,727-60.0% | $80,959-53.7% |
| Participation rate | 48.0% | 60.4%-12.4pp | 68.7%-20.7pp | 67.7%-19.7pp |
| Annual return | 13.81% | 11.26%+2.6pp | 133.83%-120.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $1,056 | $1,565-32.5% | $2,421-56.4% | $2,757-61.7% |
| Participant deferral / active EE | $3,106 | $4,037-23.1% | $4,417-29.7% | $4,300-27.8% |
| Admin fee / account holder | $5,183 | $6,961-25.5% | $8,292-37.5% | $6,925-25.2% |