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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 | $73,333 | $52,884+38.7% | $84,753-13.5% | $55,167+32.9% |
| Participation rate | 33.1% | 67.5%-34.5pp | 76.6%-43.5pp | 69.0%-35.9pp |
| Annual return | 10.19% | 18.03%-7.8pp | 22.78%-12.6pp | 169.23%-159.0pp |
| Employer contribution / active EE | $1,021 | $2,233-54.3% | $3,574-71.4% | $1,963-48.0% |
| Participant deferral / active EE | $1,839 | $2,644-30.4% | $3,712-50.4% | $3,054-39.8% |
| Admin fee / account holder | $1,560 | $581+168.7% | $5,333-70.7% | $504+209.7% |