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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 | $31,126 | $96,731-67.8% | $123,973-74.9% | $86,983-64.2% |
| Participation rate | 54.2% | 70.0%-15.9pp | 76.7%-22.5pp | 69.5%-15.4pp |
| Annual return | 19.15% | 17.33%+1.8pp | 388.13%-369.0pp | 25.83%-6.7pp |
| Employer contribution / active EE | $1,315 | $3,297-60.1% | $4,126-68.1% | $2,584-49.1% |
| Participant deferral / active EE | $3,223 | $4,152-22.4% | $5,247-38.6% | $4,194-23.1% |
| Admin fee / account holder | $988 | $8,722-88.7% | $11,799-91.6% | $7,856-87.4% |