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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 | $67,621 | $80,674-16.2% | $119,126-43.2% | $64,340+5.1% |
| Participation rate | 31.7% | 55.2%-23.5pp | 75.8%-44.0pp | 55.2%-23.5pp |
| Annual return | 17.95% | 26.86%-8.9pp | 282.11%-264.2pp | 24.14%-6.2pp |
| Employer contribution / active EE | $1,013 | $2,564-60.5% | $4,034-74.9% | $1,862-45.6% |
| Participant deferral / active EE | $2,278 | $3,053-25.4% | $5,318-57.2% | $2,980-23.6% |
| Admin fee / account holder | $1,808 | $4,559-60.3% | $10,693-83.1% | $3,703-51.2% |