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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 | $44,883 | $65,306-31.3% | $143,412-68.7% | $65,306-31.3% |
| Participation rate | 37.3% | 57.7%-20.4pp | 78.5%-41.2pp | 57.7%-20.4pp |
| Annual return | 17.99% | 21.94%-3.9pp | 256.99%-239.0pp | 21.94%-3.9pp |
| Employer contribution / active EE | $1,457 | $1,967-25.9% | $3,748-61.1% | $1,967-25.9% |
| Participant deferral / active EE | $2,758 | $2,959-6.8% | $6,816-59.5% | $2,959-6.8% |
| Admin fee / account holder | $1,828 | $3,480-47.5% | $11,396-84.0% | $3,480-47.5% |