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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 | $71,418 | $83,369-14.3% | $105,223-32.1% | $67,986+5.0% |
| Participation rate | 42.0% | 56.3%-14.3pp | 75.0%-33.0pp | 57.2%-15.2pp |
| Annual return | 14.11% | 24.64%-10.5pp | 180.65%-166.5pp | 31.67%-17.6pp |
| Employer contribution / active EE | $1,402 | $2,541-44.8% | $3,689-62.0% | $2,019-30.6% |
| Participant deferral / active EE | $1,530 | $3,295-53.6% | $5,072-69.8% | $3,358-54.4% |
| Admin fee / account holder | $1,770 | $4,073-56.5% | $8,859-80.0% | $3,203-44.7% |