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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 | $33,817 | $81,331-58.4% | $155,534-78.3% | $80,935-58.2% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 10.87% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $1,479 | $3,105-52.4% | $4,675-68.4% | $2,757-46.4% |
| Participant deferral / active EE | $2,015 | $3,454-41.7% | $5,630-64.2% | $4,299-53.1% |
| Admin fee / account holder | $15,589 | $7,999+94.9% | $15,900-2.0% | $6,924+125.1% |