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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 | $52,376 | $58,969-11.2% | $129,406-59.5% | $77,762-32.6% |
| Participation rate | 21.0% | 59.5%-38.4pp | 69.6%-48.6pp | 70.6%-49.6pp |
| Annual return | 25.66% | 24.78%+0.9pp | 9468.18%-9442.5pp | 31.27%-5.6pp |
| Employer contribution / active EE | $419 | $1,959-78.6% | $4,155-89.9% | $2,728-84.7% |
| Participant deferral / active EE | $1,393 | $3,224-56.8% | $4,167-66.6% | $4,651-70.0% |
| Admin fee / account holder | $3,126 | $593+427.3% | $7,689-59.3% | $433+622.1% |