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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 | $66,031 | $80,674-18.2% | $119,126-44.6% | $64,340+2.6% |
| Participation rate | 36.6% | 55.2%-18.6pp | 75.8%-39.2pp | 55.2%-18.6pp |
| Annual return | 19.25% | 26.86%-7.6pp | 282.11%-262.9pp | 24.14%-4.9pp |
| Employer contribution / active EE | $1,029 | $2,564-59.9% | $4,034-74.5% | $1,862-44.7% |
| Participant deferral / active EE | $1,746 | $3,053-42.8% | $5,318-67.2% | $2,980-41.4% |
| Admin fee / account holder | $1,724 | $4,559-62.2% | $10,693-83.9% | $3,703-53.4% |