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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 | $94,082 | $98,240-4.2% | $82,312+14.3% | $147,586-36.3% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 16.78% | 30.85%-14.1pp | 25.88%-9.1pp | 578.59%-561.8pp |
| Employer contribution / active EE | $1,301 | $3,192-59.2% | $2,428-46.4% | $4,876-73.3% |
| Participant deferral / active EE | $2,772 | $4,383-36.8% | $3,706-25.2% | $5,439-49.0% |
| Admin fee / account holder | $1,067 | $8,563-87.5% | $5,608-81.0% | $10,886-90.2% |