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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 | $83,878 | $93,345-10.1% | $119,126-29.6% | $87,485-4.1% |
| Participation rate | 33.3% | 68.7%-35.4pp | 75.8%-42.4pp | 68.9%-35.6pp |
| Annual return | 17.14% | 19.08%-1.9pp | 282.11%-265.0pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,280 | $3,172-59.6% | $4,034-68.3% | $2,596-50.7% |
| Participant deferral / active EE | $2,581 | $4,099-37.0% | $5,318-51.5% | $4,274-39.6% |
| Admin fee / account holder | $1,856 | $8,039-76.9% | $10,693-82.6% | $7,775-76.1% |