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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 | $73,250 | $77,908-6.0% | $149,696-51.1% | $75,173-2.6% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 13.82% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $1,694 | $3,138-46.0% | $4,821-64.9% | $2,671-36.6% |
| Participant deferral / active EE | $1,161 | $3,411-66.0% | $5,682-79.6% | $4,126-71.9% |
| Admin fee / account holder | $405 | $5,950-93.2% | $13,212-96.9% | $5,651-92.8% |