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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 | $28,381 | $63,433-55.3% | $63,803-55.5% | $64,097-55.7% |
| Participation rate | 32.6% | 65.0%-32.4pp | 72.7%-40.1pp | 55.2%-22.6pp |
| Annual return | 22.07% | 20.74%+1.3pp | 543.72%-521.7pp | 34.64%-12.6pp |
| Employer contribution / active EE | $707 | $2,332-69.7% | $2,532-72.1% | $1,891-62.6% |
| Participant deferral / active EE | $1,411 | $3,119-54.7% | $3,843-63.3% | $3,080-54.2% |
| Admin fee / account holder | $2,385 | $1,489+60.1% | $5,196-54.1% | $3,454-31.0% |