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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 | $97,919 | $107,079-8.6% | $151,266-35.3% | $87,485+11.9% |
| Participation rate | 32.7% | 71.1%-38.4pp | 77.0%-44.3pp | 68.9%-36.2pp |
| Annual return | 17.59% | 22.17%-4.6pp | 180.60%-163.0pp | 26.06%-8.5pp |
| Employer contribution / active EE | $1,037 | $3,174-67.3% | $4,237-75.5% | $2,596-60.0% |
| Participant deferral / active EE | $3,198 | $5,789-44.8% | $7,337-56.4% | $4,274-25.2% |
| Admin fee / account holder | $1,245 | $8,059-84.6% | $13,159-90.5% | $7,775-84.0% |