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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 | $91,325 | $105,200-13.2% | $159,474-42.7% | $85,847+6.4% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.8%-20.0pp | 69.3%-6.5pp |
| Annual return | 14.16% | 45.08%-30.9pp | 263.68%-249.5pp | 318.61%-304.4pp |
| Employer contribution / active EE | $1,427 | $3,319-57.0% | $4,831-70.5% | $2,565-44.4% |
| Participant deferral / active EE | $8,674 | $5,946+45.9% | $7,353+18.0% | $3,952+119.5% |
| Admin fee / account holder | $2,910 | $6,934-58.0% | $10,802-73.1% | $6,261-53.5% |