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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 | $33,998 | $97,648-65.2% | $121,663-72.1% | $87,485-61.1% |
| Participation rate | 46.9% | 70.5%-23.6pp | 74.5%-27.6pp | 68.9%-22.1pp |
| Annual return | 22.50% | 18.03%+4.5pp | 147.54%-125.0pp | 26.06%-3.6pp |
| Employer contribution / active EE | $1,437 | $2,300-37.5% | $3,020-52.4% | $2,596-44.6% |
| Participant deferral / active EE | $1,946 | $3,923-50.4% | $4,887-60.2% | $4,274-54.5% |
| Admin fee / account holder | $1,515 | $11,100-86.3% | $14,289-89.4% | $7,775-80.5% |