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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 | $34,033 | $98,240-65.4% | $82,312-58.7% | $147,586-76.9% |
| Participation rate | 69.6% | 79.7%-10.2pp | 76.9%-7.3pp | 82.8%-13.3pp |
| Annual return | 16.08% | 30.85%-14.8pp | 25.88%-9.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,420 | $3,192-55.5% | $2,428-41.5% | $4,876-70.9% |
| Participant deferral / active EE | $2,486 | $4,383-43.3% | $3,706-32.9% | $5,439-54.3% |
| Admin fee / account holder | $2,102 | $8,563-75.5% | $5,608-62.5% | $10,886-80.7% |