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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 | $40,430 | $91,198-55.7% | $178,503-77.4% | $79,856-49.4% |
| Participation rate | 24.5% | 69.2%-44.7pp | 81.9%-57.4pp | 69.6%-45.2pp |
| Annual return | 17.74% | 24.20%-6.5pp | 151.12%-133.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,007 | $3,257-69.1% | $5,011-79.9% | $2,471-59.2% |
| Participant deferral / active EE | $1,553 | $3,237-52.0% | $5,202-70.1% | $3,741-58.5% |
| Admin fee / account holder | $5,375 | $6,748-20.3% | $13,987-61.6% | $5,306+1.3% |