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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 | $77,344 | $80,332-3.7% | $107,187-27.8% | $64,097+20.7% |
| Participation rate | 36.4% | 54.4%-18.0pp | 75.0%-38.6pp | 55.2%-18.8pp |
| Annual return | 18.07% | 24.26%-6.2pp | 204.55%-186.5pp | 34.64%-16.6pp |
| Employer contribution / active EE | $1,188 | $2,501-52.5% | $3,782-68.6% | $1,891-37.2% |
| Participant deferral / active EE | $2,271 | $3,109-26.9% | $5,096-55.4% | $3,080-26.3% |
| Admin fee / account holder | $1,566 | $4,314-63.7% | $9,162-82.9% | $3,454-54.7% |