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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 | $79,829 | $117,904-32.3% | $102,457-22.1% | $145,978-45.3% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 17.73% | 31.80%-14.1pp | 29.41%-11.7pp | 550.52%-532.8pp |
| Employer contribution / active EE | $1,236 | $3,613-65.8% | $3,022-59.1% | $4,662-73.5% |
| Participant deferral / active EE | $3,240 | $5,733-43.5% | $5,054-35.9% | $6,690-51.6% |
| Admin fee / account holder | $745 | $13,329-94.4% | $9,451-92.1% | $13,400-94.4% |