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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 | $34,416 | $49,976-31.1% | $66,674-48.4% | $82,637-58.4% |
| Participation rate | 42.5% | 63.1%-20.6pp | 73.7%-31.2pp | 68.1%-25.6pp |
| Annual return | 19.24% | 39.09%-19.9pp | 321.24%-302.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $794 | $1,988-60.1% | $2,620-69.7% | $2,552-68.9% |
| Participant deferral / active EE | $2,029 | $2,847-28.7% | $4,084-50.3% | $4,126-50.8% |
| Admin fee / account holder | $5,465 | $4,594+19.0% | $5,098+7.2% | $7,339-25.5% |