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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 | $42,046 | $93,345-55.0% | $119,126-64.7% | $87,485-51.9% |
| Participation rate | 41.5% | 68.7%-27.2pp | 75.8%-34.3pp | 68.9%-27.4pp |
| Annual return | 20.80% | 19.08%+1.7pp | 282.11%-261.3pp | 26.06%-5.3pp |
| Employer contribution / active EE | $1,357 | $3,172-57.2% | $4,034-66.4% | $2,596-47.7% |
| Participant deferral / active EE | $2,517 | $4,099-38.6% | $5,318-52.7% | $4,274-41.1% |
| Admin fee / account holder | $1,201 | $8,039-85.1% | $10,693-88.8% | $7,775-84.6% |