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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 | $86,218 | $93,345-7.6% | $119,126-27.6% | $87,485-1.4% |
| Participation rate | 52.3% | 68.7%-16.5pp | 75.8%-23.5pp | 68.9%-16.7pp |
| Annual return | 15.99% | 19.08%-3.1pp | 282.11%-266.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $1,732 | $3,172-45.4% | $4,034-57.1% | $2,596-33.3% |
| Participant deferral / active EE | $3,332 | $4,099-18.7% | $5,318-37.3% | $4,274-22.0% |
| Admin fee / account holder | $1,991 | $8,039-75.2% | $10,693-81.4% | $7,775-74.4% |