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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 | $74,564 | $98,776-24.5% | $149,745-50.2% | $79,856-6.6% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.5%-21.2pp | 69.6%-8.4pp |
| Annual return | 14.47% | 27.38%-12.9pp | 276.72%-262.3pp | 31.71%-17.2pp |
| Employer contribution / active EE | $939 | $3,217-70.8% | $4,646-79.8% | $2,471-62.0% |
| Participant deferral / active EE | $8,817 | $5,681+55.2% | $6,843+28.8% | $3,741+135.7% |
| Admin fee / account holder | $5,466 | $6,053-9.7% | $9,312-41.3% | $5,306+3.0% |