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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 | $51,564 | $99,875-48.4% | $146,866-64.9% | $86,983-40.7% |
| Participation rate | 34.2% | 75.8%-41.6pp | 82.5%-48.3pp | 69.5%-35.4pp |
| Annual return | 16.43% | 28.10%-11.7pp | 102.85%-86.4pp | 25.83%-9.4pp |
| Employer contribution / active EE | $1,415 | $3,224-56.1% | $4,425-68.0% | $2,584-45.3% |
| Participant deferral / active EE | $3,825 | $6,322-39.5% | $7,759-50.7% | $4,194-8.8% |
| Admin fee / account holder | $10,639 | $7,838+35.7% | $13,620-21.9% | $7,856+35.4% |