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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 | $72,378 | $105,284-31.3% | $150,734-52.0% | $94,015-23.0% |
| Participation rate | 41.9% | 71.7%-29.8pp | 78.4%-36.5pp | 70.8%-28.9pp |
| Annual return | 15.90% | 15.67%+0.2pp | 600.81%-584.9pp | 17.84%-1.9pp |
| Employer contribution / active EE | $1,498 | $3,599-58.4% | $4,918-69.5% | $2,790-46.3% |
| Participant deferral / active EE | $3,276 | $4,274-23.3% | $5,610-41.6% | $4,249-22.9% |
| Admin fee / account holder | $9,488 | $9,839-3.6% | $14,905-36.3% | $8,951+6.0% |