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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 | $83,369-18.9% | $105,223-35.7% | $67,986-0.5% |
| Participation rate | 31.7% | 56.3%-24.5pp | 75.0%-43.3pp | 57.2%-25.5pp |
| Annual return | 17.95% | 24.64%-6.7pp | 180.65%-162.7pp | 31.67%-13.7pp |
| Employer contribution / active EE | $1,013 | $2,541-60.1% | $3,689-72.5% | $2,019-49.8% |
| Participant deferral / active EE | $2,278 | $3,295-30.9% | $5,072-55.1% | $3,358-32.2% |
| Admin fee / account holder | $1,808 | $4,073-55.6% | $8,859-79.6% | $3,203-43.5% |