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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 | $54,532 | $65,364-16.6% | $92,909-41.3% | $72,975-25.3% |
| Participation rate | 17.6% | 68.3%-50.7pp | 76.0%-58.4pp | 69.5%-51.8pp |
| Annual return | 21.37% | 42.11%-20.7pp | 109.44%-88.1pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,234 | $2,594-52.4% | $3,653-66.2% | $2,440-49.4% |
| Participant deferral / active EE | $2,579 | $3,128-17.6% | $4,238-39.2% | $3,608-28.5% |
| Admin fee / account holder | $17,079 | $4,251+301.7% | $5,795+194.7% | $5,124+233.3% |