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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 | $78,765 | $68,573+14.9% | $120,368-34.6% | $80,874-2.6% |
| Participation rate | 35.4% | 61.6%-26.2pp | 71.9%-36.5pp | 67.6%-32.2pp |
| Annual return | 14.10% | 23.61%-9.5pp | 107.26%-93.2pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,130 | $2,052-44.9% | $3,465-67.4% | $2,756-59.0% |
| Participant deferral / active EE | $2,234 | $3,174-29.6% | $4,991-55.2% | $4,297-48.0% |
| Admin fee / account holder | $2,316 | $5,734-59.6% | $9,429-75.4% | $6,935-66.6% |