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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 | $32,316 | $84,236-61.6% | $170,435-81.0% | $70,126-53.9% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 14.48% | 23.06%-8.6pp | 205.94%-191.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,231 | $3,387-63.7% | $5,432-77.3% | $2,343-47.4% |
| Participant deferral / active EE | $1,343 | $3,086-56.5% | $4,939-72.8% | $3,332-59.7% |
| Admin fee / account holder | $10,122 | $5,698+77.6% | $13,881-27.1% | $4,645+117.9% |