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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 | $54,013 | $87,132-38.0% | $105,624-48.9% | $80,959-33.3% |
| Participation rate | 42.6% | 70.4%-27.8pp | 75.3%-32.7pp | 67.7%-25.1pp |
| Annual return | 23.32% | 17.03%+6.3pp | 116.20%-92.9pp | 35.67%-12.3pp |
| Employer contribution / active EE | $1,201 | $2,397-49.9% | $3,168-62.1% | $2,757-56.4% |
| Participant deferral / active EE | $2,908 | $3,985-27.0% | $5,013-42.0% | $4,300-32.4% |
| Admin fee / account holder | $930 | $8,449-89.0% | $10,961-91.5% | $6,925-86.6% |