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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 | $81,805 | $87,132-6.1% | $105,624-22.6% | $80,959+1.0% |
| Participation rate | 60.0% | 70.4%-10.4pp | 75.3%-15.3pp | 67.7%-7.7pp |
| Annual return | 16.65% | 17.03%-0.4pp | 116.20%-99.6pp | 35.67%-19.0pp |
| Employer contribution / active EE | $1,321 | $2,397-44.9% | $3,168-58.3% | $2,757-52.1% |
| Participant deferral / active EE | $2,888 | $3,985-27.5% | $5,013-42.4% | $4,300-32.8% |
| Admin fee / account holder | $620 | $8,449-92.7% | $10,961-94.3% | $6,925-91.0% |