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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 | $31,326 | $58,895-46.8% | $178,503-82.5% | $73,497-57.4% |
| Participation rate | 51.0% | 66.2%-15.3pp | 81.9%-31.0pp | 70.7%-19.7pp |
| Annual return | 18.30% | 24.86%-6.6pp | 151.12%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,112 | $2,236-50.3% | $5,011-77.8% | $2,270-51.0% |
| Participant deferral / active EE | $2,132 | $2,567-16.9% | $5,202-59.0% | $3,740-43.0% |
| Admin fee / account holder | $4,232 | $400+957.1% | $13,987-69.7% | $513+724.9% |