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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 | $87,132-4.0% | $105,624-20.8% | $80,959+3.3% |
| Participation rate | 60.9% | 70.4%-9.6pp | 75.3%-14.4pp | 67.7%-6.8pp |
| Annual return | 15.30% | 17.03%-1.7pp | 116.20%-100.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,147 | $2,397-52.2% | $3,168-63.8% | $2,757-58.4% |
| Participant deferral / active EE | $4,613 | $3,985+15.7% | $5,013-8.0% | $4,300+7.3% |
| Admin fee / account holder | $4,941 | $8,449-41.5% | $10,961-54.9% | $6,925-28.7% |