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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 | $46,210 | $65,034-28.9% | $90,970-49.2% | $79,856-42.1% |
| Participation rate | 41.9% | 61.6%-19.7pp | 69.0%-27.1pp | 69.6%-27.7pp |
| Annual return | 13.96% | 30.45%-16.5pp | 134.60%-120.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $931 | $1,247-25.3% | $2,122-56.1% | $2,471-62.3% |
| Participant deferral / active EE | $1,444 | $2,512-42.5% | $3,373-57.2% | $3,741-61.4% |
| Admin fee / account holder | $10,922 | $4,536+140.8% | $5,961+83.2% | $5,306+105.8% |