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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 | $83,208 | $94,031-11.5% | $115,768-28.1% | $82,448+0.9% |
| Participation rate | 69.6% | 70.4%-0.8pp | 74.4%-4.8pp | 68.1%+1.6pp |
| Annual return | 15.01% | 20.61%-5.6pp | 100.46%-85.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,313 | $2,323-43.5% | $2,940-55.3% | $2,551-48.5% |
| Participant deferral / active EE | $5,250 | $3,972+32.2% | $4,917+6.8% | $4,139+26.8% |
| Admin fee / account holder | $1,600 | $10,249-84.4% | $12,439-87.1% | $7,234-77.9% |