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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 | $42,520 | $93,345-54.4% | $119,126-64.3% | $87,485-51.4% |
| Participation rate | 38.5% | 68.7%-30.3pp | 75.8%-37.3pp | 68.9%-30.5pp |
| Annual return | 19.71% | 19.08%+0.6pp | 282.11%-262.4pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,196 | $3,172-62.3% | $4,034-70.4% | $2,596-53.9% |
| Participant deferral / active EE | $3,981 | $4,099-2.9% | $5,318-25.1% | $4,274-6.8% |
| Admin fee / account holder | $1,760 | $8,039-78.1% | $10,693-83.5% | $7,775-77.4% |