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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 | $69,534 | $60,442+15.0% | $96,754-28.1% | $87,485-20.5% |
| Participation rate | 32.1% | 58.7%-26.6pp | 70.3%-38.1pp | 68.9%-36.8pp |
| Annual return | 17.17% | 21.97%-4.8pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,146 | $1,691-32.2% | $2,679-57.2% | $2,596-55.8% |
| Participant deferral / active EE | $2,363 | $3,280-28.0% | $4,758-50.3% | $4,274-44.7% |
| Admin fee / account holder | $16,813 | $5,069+231.7% | $8,905+88.8% | $7,775+116.3% |