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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 | $98,304 | $115,225-14.7% | $100,712-2.4% | $138,895-29.2% |
| Participation rate | 64.7% | 74.3%-9.6pp | 69.3%-4.6pp | 79.9%-15.2pp |
| Annual return | 13.83% | 40.35%-26.5pp | 33.27%-19.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $998 | $2,771-64.0% | $2,313-56.8% | $4,194-76.2% |
| Participant deferral / active EE | $8,105 | $4,699+72.5% | $4,085+98.4% | $6,396+26.7% |
| Admin fee / account holder | $944 | $10,844-91.3% | $9,256-89.8% | $12,562-92.5% |