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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 | $28,760 | $45,343-36.6% | $150,298-80.9% | $67,986-57.7% |
| Participation rate | 17.3% | 51.9%-34.6pp | 77.8%-60.5pp | 57.2%-39.9pp |
| Annual return | 15.81% | 33.28%-17.5pp | 62.79%-47.0pp | 31.67%-15.9pp |
| Employer contribution / active EE | $380 | $1,462-74.0% | $4,154-90.9% | $2,019-81.2% |
| Participant deferral / active EE | $1,090 | $2,055-46.9% | $5,453-80.0% | $3,358-67.5% |
| Admin fee / account holder | $7,859 | $2,250+249.3% | $14,116-44.3% | $3,203+145.4% |