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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 | $93,577 | $95,975-2.5% | $74,552+25.5% | $135,382-30.9% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | 8.86% | 56.96%-48.1pp | 32.53%-23.7pp | 519.77%-510.9pp |
| Employer contribution / active EE | $1,238 | $2,716-54.4% | $1,961-36.9% | $4,779-74.1% |
| Participant deferral / active EE | $4,795 | $3,844+24.7% | $3,108+54.3% | $5,609-14.5% |
| Admin fee / account holder | $480 | $6,522-92.6% | $5,060-90.5% | $10,829-95.6% |