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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 | $77,311 | $55,889+38.3% | $76,119+1.6% | $80,935-4.5% |
| Participation rate | 31.1% | 62.1%-30.9pp | 69.1%-37.9pp | 67.7%-36.5pp |
| Annual return | 13.76% | 20.58%-6.8pp | 361.25%-347.5pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,127 | $1,866-39.6% | $2,693-58.1% | $2,757-59.1% |
| Participant deferral / active EE | $2,028 | $3,051-33.5% | $4,259-52.4% | $4,299-52.8% |
| Admin fee / account holder | $3,889 | $5,241-25.8% | $6,421-39.4% | $6,924-43.8% |