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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 | $32,074 | $65,027-50.7% | $90,970-64.7% | $79,852-59.8% |
| Participation rate | 36.8% | 61.6%-24.8pp | 69.0%-32.2pp | 69.6%-32.8pp |
| Annual return | 17.78% | 30.45%-12.7pp | 134.58%-116.8pp | 31.72%-13.9pp |
| Employer contribution / active EE | $903 | $1,247-27.6% | $2,122-57.4% | $2,471-63.5% |
| Participant deferral / active EE | $1,460 | $2,512-41.9% | $3,373-56.7% | $3,740-61.0% |
| Admin fee / account holder | $960 | $4,535-78.8% | $5,960-83.9% | $5,306-81.9% |