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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 | $81,357 | $84,236-3.4% | $170,435-52.3% | $70,126+16.0% |
| Participation rate | 38.5% | 70.8%-32.4pp | 83.6%-45.1pp | 69.5%-31.1pp |
| Annual return | 16.92% | 23.06%-6.1pp | 205.94%-189.0pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,101 | $3,387-67.5% | $5,432-79.7% | $2,343-53.0% |
| Participant deferral / active EE | $3,165 | $3,086+2.6% | $4,939-35.9% | $3,332-5.0% |
| Admin fee / account holder | $9,471 | $5,698+66.2% | $13,881-31.8% | $4,645+103.9% |