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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 | $34,518 | $55,902-38.3% | $76,030-54.6% | $80,959-57.4% |
| Participation rate | 48.5% | 62.1%-13.6pp | 69.1%-20.6pp | 67.7%-19.2pp |
| Annual return | 23.52% | 20.59%+2.9pp | 361.54%-338.0pp | 35.67%-12.2pp |
| Employer contribution / active EE | $1,005 | $1,867-46.2% | $2,688-62.6% | $2,757-63.6% |
| Participant deferral / active EE | $2,553 | $3,051-16.3% | $4,257-40.0% | $4,300-40.6% |
| Admin fee / account holder | $1,860 | $5,239-64.5% | $6,421-71.0% | $6,925-73.1% |