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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 | $84,054 | $98,776-14.9% | $149,745-43.9% | $79,856+5.3% |
| Participation rate | 65.2% | 75.8%-10.6pp | 82.5%-17.3pp | 69.6%-4.4pp |
| Annual return | 16.22% | 27.38%-11.2pp | 276.72%-260.5pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,558 | $3,217-20.5% | $4,646-44.9% | $2,471+3.5% |
| Participant deferral / active EE | $6,303 | $5,681+10.9% | $6,843-7.9% | $3,741+68.5% |
| Admin fee / account holder | $1,005 | $6,053-83.4% | $9,312-89.2% | $5,306-81.1% |