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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 | $38,063 | $58,408-34.8% | $180,320-78.9% | $69,733-45.4% |
| Participation rate | 36.0% | 54.2%-18.2pp | 71.5%-35.5pp | 62.5%-26.5pp |
| Annual return | 15.14% | 15.02%+0.1pp | 778.54%-763.4pp | 15.22%-0.1pp |
| Employer contribution / active EE | $785 | $1,159-32.3% | $4,108-80.9% | $2,250-65.1% |
| Participant deferral / active EE | $1,791 | $2,723-34.2% | $4,304-58.4% | $3,054-41.4% |
| Admin fee / account holder | $4,804 | $4,205+14.2% | $10,000-52.0% | $3,102+54.9% |