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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 | $60,182 | $93,345-35.5% | $119,126-49.5% | $87,485-31.2% |
| Participation rate | 25.8% | 68.7%-43.0pp | 75.8%-50.0pp | 68.9%-43.2pp |
| Annual return | 19.44% | 19.08%+0.4pp | 282.11%-262.7pp | 26.06%-6.6pp |
| Employer contribution / active EE | $1,142 | $3,172-64.0% | $4,034-71.7% | $2,596-56.0% |
| Participant deferral / active EE | $3,184 | $4,099-22.3% | $5,318-40.1% | $4,274-25.5% |
| Admin fee / account holder | $2,593 | $8,039-67.7% | $10,693-75.7% | $7,775-66.6% |