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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 | $43,665 | $88,672-50.8% | $105,223-58.5% | $82,448-47.0% |
| Participation rate | 29.9% | 67.9%-38.0pp | 75.0%-45.1pp | 68.1%-38.2pp |
| Annual return | 35.58% | 30.86%+4.7pp | 180.65%-145.1pp | 41.64%-6.1pp |
| Employer contribution / active EE | $1,594 | $3,048-47.7% | $3,689-56.8% | $2,551-37.5% |
| Participant deferral / active EE | $2,359 | $4,036-41.6% | $5,072-53.5% | $4,139-43.0% |
| Admin fee / account holder | $552 | $7,146-92.3% | $8,859-93.8% | $7,234-92.4% |