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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 | $90,128 | $109,359-17.6% | $162,177-44.4% | $72,975+23.5% |
| Participation rate | 65.0% | 84.3%-19.3pp | 87.6%-22.6pp | 69.5%-4.5pp |
| Annual return | 21.58% | 25.46%-3.9pp | 115.60%-94.0pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,639 | $3,907-58.1% | $5,613-70.8% | $2,440-32.8% |
| Participant deferral / active EE | $4,799 | $5,481-12.4% | $7,297-34.2% | $3,608+33.0% |
| Admin fee / account holder | $1,134 | $7,972-85.8% | $10,843-89.5% | $5,124-77.9% |