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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 | $95,219 | $97,648-2.5% | $121,663-21.7% | $87,485+8.8% |
| Participation rate | 65.0% | 70.5%-5.5pp | 74.5%-9.5pp | 68.9%-3.9pp |
| Annual return | 12.95% | 18.03%-5.1pp | 147.54%-134.6pp | 26.06%-13.1pp |
| Employer contribution / active EE | $1,007 | $2,300-56.2% | $3,020-66.6% | $2,596-61.2% |
| Participant deferral / active EE | $1,930 | $3,923-50.8% | $4,887-60.5% | $4,274-54.8% |
| Admin fee / account holder | $1,113 | $11,100-90.0% | $14,289-92.2% | $7,775-85.7% |