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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 | $79,230 | $97,648-18.9% | $121,663-34.9% | $87,485-9.4% |
| Participation rate | 51.8% | 70.5%-18.7pp | 74.5%-22.7pp | 68.9%-17.2pp |
| Annual return | 22.57% | 18.03%+4.5pp | 147.54%-125.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,080 | $2,300-53.0% | $3,020-64.2% | $2,596-58.4% |
| Participant deferral / active EE | $2,698 | $3,923-31.2% | $4,887-44.8% | $4,274-36.9% |
| Admin fee / account holder | $763 | $11,100-93.1% | $14,289-94.7% | $7,775-90.2% |