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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 | $86,260 | $104,251-17.3% | $91,004-5.2% | $147,586-41.6% |
| Participation rate | 41.2% | 78.2%-37.1pp | 75.6%-34.4pp | 82.8%-41.7pp |
| Annual return | 15.40% | 27.06%-11.7pp | 4.60%+10.8pp | 578.59%-563.2pp |
| Employer contribution / active EE | $1,284 | $3,116-58.8% | $2,456-47.7% | $4,876-73.7% |
| Participant deferral / active EE | $2,021 | $4,195-51.8% | $3,548-43.0% | $5,439-62.8% |
| Admin fee / account holder | $635 | $8,948-92.9% | $5,417-88.3% | $10,886-94.2% |