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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 | $73,302 | $93,345-21.5% | $119,126-38.5% | $87,485-16.2% |
| Participation rate | 39.4% | 68.7%-29.3pp | 75.8%-36.4pp | 68.9%-29.5pp |
| Annual return | 12.49% | 19.08%-6.6pp | 282.11%-269.6pp | 26.06%-13.6pp |
| Employer contribution / active EE | $1,176 | $3,172-62.9% | $4,034-70.9% | $2,596-54.7% |
| Participant deferral / active EE | $2,445 | $4,099-40.3% | $5,318-54.0% | $4,274-42.8% |
| Admin fee / account holder | $2,221 | $8,039-72.4% | $10,693-79.2% | $7,775-71.4% |