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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 | $61,036 | $71,230-14.3% | $93,727-34.9% | $80,959-24.6% |
| Participation rate | 30.7% | 60.4%-29.7pp | 68.7%-38.0pp | 67.7%-37.0pp |
| Annual return | 16.29% | 11.26%+5.0pp | 133.83%-117.5pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,021 | $1,565-34.8% | $2,421-57.8% | $2,757-63.0% |
| Participant deferral / active EE | $1,526 | $4,037-62.2% | $4,417-65.5% | $4,300-64.5% |
| Admin fee / account holder | $3,580 | $6,961-48.6% | $8,292-56.8% | $6,925-48.3% |