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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 | $30,034 | $81,233-63.0% | $155,567-80.7% | $80,874-62.9% |
| Participation rate | 23.1% | 66.2%-43.2pp | 78.2%-55.1pp | 67.6%-44.6pp |
| Annual return | 16.95% | 33.33%-16.4pp | 64.74%-47.8pp | 35.62%-18.7pp |
| Employer contribution / active EE | $1,000 | $3,101-67.7% | $4,674-78.6% | $2,756-63.7% |
| Participant deferral / active EE | $2,049 | $3,452-40.6% | $5,628-63.6% | $4,297-52.3% |
| Admin fee / account holder | $934 | $7,998-88.3% | $15,916-94.1% | $6,935-86.5% |