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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 | $33,022 | $55,902-40.9% | $76,030-56.6% | $80,959-59.2% |
| Participation rate | 44.2% | 62.1%-17.9pp | 69.1%-24.9pp | 67.7%-23.5pp |
| Annual return | 23.86% | 20.59%+3.3pp | 361.54%-337.7pp | 35.67%-11.8pp |
| Employer contribution / active EE | $1,743 | $1,867-6.6% | $2,688-35.1% | $2,757-36.8% |
| Participant deferral / active EE | $5,393 | $3,051+76.8% | $4,257+26.7% | $4,300+25.4% |
| Admin fee / account holder | $2,265 | $5,239-56.8% | $6,421-64.7% | $6,925-67.3% |