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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 | $83,369-20.8% | $105,223-37.2% | $67,986-2.9% |
| Participation rate | 36.6% | 56.3%-19.7pp | 75.0%-38.4pp | 57.2%-20.6pp |
| Annual return | 19.25% | 24.64%-5.4pp | 180.65%-161.4pp | 31.67%-12.4pp |
| Employer contribution / active EE | $1,029 | $2,541-59.5% | $3,689-72.1% | $2,019-49.0% |
| Participant deferral / active EE | $1,746 | $3,295-47.0% | $5,072-65.6% | $3,358-48.0% |
| Admin fee / account holder | $1,724 | $4,073-57.7% | $8,859-80.5% | $3,203-46.2% |