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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 | $30,784 | $78,690-60.9% | $161,489-80.9% | $87,485-64.8% |
| Participation rate | 42.3% | 67.5%-25.2pp | 78.7%-36.4pp | 68.9%-26.6pp |
| Annual return | 13.47% | 32.74%-19.3pp | 89.72%-76.3pp | 26.06%-12.6pp |
| Employer contribution / active EE | $1,111 | $2,588-57.1% | $4,268-74.0% | $2,596-57.2% |
| Participant deferral / active EE | $1,902 | $3,311-42.6% | $5,630-66.2% | $4,274-55.5% |
| Admin fee / account holder | $4,504 | $6,724-33.0% | $16,006-71.9% | $7,775-42.1% |