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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 | $31,223 | $107,421-70.9% | $182,262-82.9% | $94,015-66.8% |
| Participation rate | 48.5% | 77.8%-29.3pp | 84.2%-35.7pp | 70.8%-22.3pp |
| Annual return | 26.49% | 21.32%+5.2pp | 140.60%-114.1pp | 17.84%+8.6pp |
| Employer contribution / active EE | $1,924 | $3,448-44.2% | $5,046-61.9% | $2,790-31.0% |
| Participant deferral / active EE | $2,796 | $6,558-57.4% | $8,276-66.2% | $4,249-34.2% |
| Admin fee / account holder | $1,749 | $8,692-79.9% | $16,712-89.5% | $8,951-80.5% |