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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 | $82,891 | $98,760-16.1% | $149,715-44.6% | $79,858+3.8% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.6%-7.3pp |
| Annual return | 23.82% | 27.43%-3.6pp | 276.66%-252.8pp | 31.72%-7.9pp |
| Employer contribution / active EE | $1,958 | $3,217-39.1% | $4,645-57.8% | $2,471-20.7% |
| Participant deferral / active EE | $3,305 | $5,681-41.8% | $6,842-51.7% | $3,740-11.6% |
| Admin fee / account holder | $2,718 | $6,053-55.1% | $9,310-70.8% | $5,306-48.8% |