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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 | $83,356 | $89,367-6.7% | $141,191-41.0% | $72,975+14.2% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 25.54% | 111.87%-86.3pp | 71.41%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $1,149 | $3,115-63.1% | $4,736-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,334 | $5,419-56.9% | $6,710-65.2% | $3,608-35.3% |
| Admin fee / account holder | $1,036 | $5,957-82.6% | $10,264-89.9% | $5,124-79.8% |