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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 | $39,729 | $58,655-32.3% | $91,989-56.8% | $65,185-39.1% |
| Participation rate | 41.9% | 75.3%-33.4pp | 78.6%-36.8pp | 70.2%-28.3pp |
| Annual return | 26.49% | 33.92%-7.4pp | 69.02%-42.5pp | 29.38%-2.9pp |
| Employer contribution / active EE | $1,322 | $2,080-36.4% | $3,452-61.7% | $2,177-39.3% |
| Participant deferral / active EE | $3,950 | $5,474-27.9% | $5,923-33.3% | $3,514+12.4% |
| Admin fee / account holder | $11,681 | $434+2590.1% | $7,743+50.9% | $847+1278.8% |