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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 | $30,152 | $93,345-67.7% | $119,126-74.7% | $87,485-65.5% |
| Participation rate | 41.9% | 68.7%-26.8pp | 75.8%-33.8pp | 68.9%-27.0pp |
| Annual return | 21.25% | 19.08%+2.2pp | 282.11%-260.9pp | 26.06%-4.8pp |
| Employer contribution / active EE | $1,696 | $3,172-46.5% | $4,034-58.0% | $2,596-34.7% |
| Participant deferral / active EE | $2,402 | $4,099-41.4% | $5,318-54.8% | $4,274-43.8% |
| Admin fee / account holder | $3,858 | $8,039-52.0% | $10,693-63.9% | $7,775-50.4% |