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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 | $34,405 | $92,811-62.9% | $238,191-85.6% | $86,983-60.4% |
| Participation rate | 48.6% | 69.3%-20.8pp | 77.1%-28.5pp | 69.5%-21.0pp |
| Annual return | 52.38% | 16.16%+36.2pp | 13.02%+39.4pp | 25.83%+26.6pp |
| Employer contribution / active EE | $1,170 | $2,728-57.1% | $5,082-77.0% | $2,584-54.7% |
| Participant deferral / active EE | $4,165 | $4,479-7.0% | $6,726-38.1% | $4,194-0.7% |
| Admin fee / account holder | $797 | $9,177-91.3% | $34,582-97.7% | $7,856-89.9% |