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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 | $42,633 | $94,031-54.7% | $115,768-63.2% | $82,448-48.3% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.4%-24.4pp | 68.1%-18.1pp |
| Annual return | 14.55% | 20.61%-6.1pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,431 | $2,323-38.4% | $2,940-51.3% | $2,551-43.9% |
| Participant deferral / active EE | $2,593 | $3,972-34.7% | $4,917-47.3% | $4,139-37.4% |
| Admin fee / account holder | $730 | $10,249-92.9% | $12,439-94.1% | $7,234-89.9% |