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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 | $66,999 | $98,766-32.2% | $149,730-55.3% | $79,852-16.1% |
| Participation rate | 36.6% | 75.8%-39.2pp | 82.5%-45.9pp | 69.6%-33.1pp |
| Annual return | 24.02% | 27.43%-3.4pp | 276.70%-252.7pp | 31.72%-7.7pp |
| Employer contribution / active EE | $1,092 | $3,217-66.1% | $4,645-76.5% | $2,471-55.8% |
| Participant deferral / active EE | $2,588 | $5,681-54.4% | $6,843-62.2% | $3,740-30.8% |
| Admin fee / account holder | $3,179 | $6,052-47.5% | $9,310-65.9% | $5,306-40.1% |