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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 | $36,036 | $45,343-20.5% | $150,298-76.0% | $67,986-47.0% |
| Participation rate | 30.3% | 51.9%-21.6pp | 77.8%-47.5pp | 57.2%-26.9pp |
| Annual return | 12.92% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.7pp |
| Employer contribution / active EE | $273 | $1,462-81.3% | $4,154-93.4% | $2,019-86.5% |
| Participant deferral / active EE | $790 | $2,055-61.6% | $5,453-85.5% | $3,358-76.5% |
| Admin fee / account holder | $7,143 | $2,250+217.5% | $14,116-49.4% | $3,203+123.0% |