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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 | $94,633 | $98,776-4.2% | $149,745-36.8% | $79,856+18.5% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.5%-17.5pp | 69.6%-4.6pp |
| Annual return | 17.10% | 27.38%-10.3pp | 276.72%-259.6pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,354 | $3,217-57.9% | $4,646-70.9% | $2,471-45.2% |
| Participant deferral / active EE | $6,902 | $5,681+21.5% | $6,843+0.9% | $3,741+84.5% |
| Admin fee / account holder | $2,286 | $6,053-62.2% | $9,312-75.4% | $5,306-56.9% |