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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 | $89,775 | $96,731-7.2% | $123,973-27.6% | $86,983+3.2% |
| Participation rate | 60.3% | 70.0%-9.7pp | 76.7%-16.4pp | 69.5%-9.3pp |
| Annual return | 14.05% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,590 | $3,297-51.8% | $4,126-61.5% | $2,584-38.5% |
| Participant deferral / active EE | $3,253 | $4,152-21.6% | $5,247-38.0% | $4,194-22.4% |
| Admin fee / account holder | $1,255 | $8,722-85.6% | $11,799-89.4% | $7,856-84.0% |