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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 | $71,972 | $110,410-34.8% | $102,437-29.7% | $145,897-50.7% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 11.97% | 24.85%-12.9pp | 24.95%-13.0pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,223 | $4,217-71.0% | $3,871-68.4% | $4,663-73.8% |
| Participant deferral / active EE | $3,058 | $5,622-45.6% | $5,060-39.6% | $6,689-54.3% |
| Admin fee / account holder | $386 | $9,745-96.0% | $8,388-95.4% | $13,390-97.1% |