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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 | $19,031 | $50,554-62.4% | $67,681-71.9% | $87,485-78.2% |
| Participation rate | 42.2% | 67.7%-25.5pp | 73.7%-31.5pp | 68.9%-26.7pp |
| Annual return | 22.44% | 17.81%+4.6pp | 590.58%-568.1pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,354 | $1,988-31.9% | $2,678-49.4% | $2,596-47.8% |
| Participant deferral / active EE | $1,439 | $2,961-51.4% | $3,976-63.8% | $4,274-66.3% |
| Admin fee / account holder | $4,281 | $4,132+3.6% | $6,100-29.8% | $7,775-44.9% |