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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 | $57,143 | $101,795-43.9% | $165,100-65.4% | $80,959-29.4% |
| Participation rate | 27.6% | 71.8%-44.2pp | 78.6%-51.0pp | 67.7%-40.0pp |
| Annual return | 17.54% | 16.73%+0.8pp | 70.21%-52.7pp | 35.67%-18.1pp |
| Employer contribution / active EE | $1,230 | $2,954-58.4% | $4,348-71.7% | $2,757-55.4% |
| Participant deferral / active EE | $2,462 | $4,476-45.0% | $6,035-59.2% | $4,300-42.8% |
| Admin fee / account holder | $14,124 | $8,221+71.8% | $12,696+11.3% | $6,925+104.0% |