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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 | $83,631 | $87,059-3.9% | $105,608-20.8% | $80,925+3.3% |
| Participation rate | 60.9% | 70.4%-9.6pp | 75.3%-14.4pp | 67.7%-6.8pp |
| Annual return | 15.30% | 17.05%-1.7pp | 116.50%-101.2pp | 35.65%-20.3pp |
| Employer contribution / active EE | $1,147 | $2,396-52.1% | $3,167-63.8% | $2,756-58.4% |
| Participant deferral / active EE | $4,613 | $3,986+15.7% | $5,010-7.9% | $4,299+7.3% |
| Admin fee / account holder | $4,941 | $8,443-41.5% | $11,028-55.2% | $6,940-28.8% |