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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 | $29,289 | $44,984-34.9% | $85,009-65.5% | $74,546-60.7% |
| Participation rate | 40.0% | 49.4%-9.4pp | 67.5%-27.5pp | 67.2%-27.2pp |
| Annual return | 17.92% | 26.25%-8.3pp | 66.47%-48.5pp | 1366.03%-1348.1pp |
| Employer contribution / active EE | $492 | $1,458-66.3% | $2,728-82.0% | $2,624-81.3% |
| Participant deferral / active EE | $1,694 | $2,733-38.0% | $4,522-62.5% | $4,347-61.0% |
| Admin fee / account holder | $5,101 | $2,208+131.0% | $6,153-17.1% | $1,944+162.4% |