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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 | $89,934 | $93,345-3.7% | $119,126-24.5% | $87,485+2.8% |
| Participation rate | 37.1% | 68.7%-31.6pp | 75.8%-38.6pp | 68.9%-31.8pp |
| Annual return | 14.75% | 19.08%-4.3pp | 282.11%-267.4pp | 26.06%-11.3pp |
| Employer contribution / active EE | $1,317 | $3,172-58.5% | $4,034-67.3% | $2,596-49.3% |
| Participant deferral / active EE | $3,752 | $4,099-8.5% | $5,318-29.4% | $4,274-12.2% |
| Admin fee / account holder | $1,574 | $8,039-80.4% | $10,693-85.3% | $7,775-79.8% |