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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 | $65,872 | $89,259-26.2% | $107,187-38.5% | $82,637-20.3% |
| Participation rate | 33.3% | 67.9%-34.6pp | 75.0%-41.7pp | 68.1%-34.7pp |
| Annual return | 13.67% | 21.02%-7.4pp | 204.55%-190.9pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,243 | $3,080-59.7% | $3,782-67.1% | $2,552-51.3% |
| Participant deferral / active EE | $1,727 | $4,037-57.2% | $5,096-66.1% | $4,126-58.1% |
| Admin fee / account holder | $8,092 | $7,381+9.6% | $9,162-11.7% | $7,339+10.3% |