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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 | $79,595 | $78,682+1.2% | $109,188-27.1% | $85,851-7.3% |
| Participation rate | 34.4% | 68.3%-33.9pp | 75.9%-41.5pp | 69.3%-34.9pp |
| Annual return | 19.36% | 25.09%-5.7pp | 25.76%-6.4pp | 318.63%-299.3pp |
| Employer contribution / active EE | $1,395 | $2,734-49.0% | $3,723-62.5% | $2,565-45.6% |
| Participant deferral / active EE | $3,334 | $3,468-3.9% | $4,654-28.4% | $3,952-15.7% |
| Admin fee / account holder | $1,016 | $5,470-81.4% | $6,755-85.0% | $6,261-83.8% |