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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 | $45,307 | $87,132-48.0% | $105,624-57.1% | $80,959-44.0% |
| Participation rate | 36.2% | 70.4%-34.2pp | 75.3%-39.1pp | 67.7%-31.5pp |
| Annual return | 12.58% | 17.03%-4.4pp | 116.20%-103.6pp | 35.67%-23.1pp |
| Employer contribution / active EE | $1,034 | $2,397-56.9% | $3,168-67.4% | $2,757-62.5% |
| Participant deferral / active EE | $2,389 | $3,985-40.1% | $5,013-52.3% | $4,300-44.4% |
| Admin fee / account holder | $12,588 | $8,449+49.0% | $10,961+14.8% | $6,925+81.8% |