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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 | $30,478 | $88,360-65.5% | $145,433-79.0% | $67,986-55.2% |
| Participation rate | 40.0% | 65.5%-25.5pp | 82.1%-42.1pp | 57.2%-17.2pp |
| Annual return | 19.64% | 63.15%-43.5pp | 66.58%-46.9pp | 31.67%-12.0pp |
| Employer contribution / active EE | $1,063 | $3,054-65.2% | $4,554-76.7% | $2,019-47.3% |
| Participant deferral / active EE | $2,813 | $5,932-52.6% | $7,897-64.4% | $3,358-16.2% |
| Admin fee / account holder | $8,459 | $3,313+155.3% | $13,129-35.6% | $3,203+164.1% |