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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 | $86,970 | $93,598-7.1% | $135,974-36.0% | $75,173+15.7% |
| Participation rate | 45.9% | 75.2%-29.2pp | 81.9%-36.0pp | 67.2%-21.3pp |
| Annual return | 16.50% | 30.89%-14.4pp | 68.30%-51.8pp | 160.72%-144.2pp |
| Employer contribution / active EE | $1,355 | $3,538-61.7% | $4,859-72.1% | $2,671-49.3% |
| Participant deferral / active EE | $2,686 | $6,405-58.1% | $7,760-65.4% | $4,126-34.9% |
| Admin fee / account holder | $1,973 | $6,978-71.7% | $10,767-81.7% | $5,651-65.1% |