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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 | $83,980 | $89,367-6.0% | $141,191-40.5% | $72,975+15.1% |
| Participation rate | 36.8% | 75.1%-38.3pp | 82.5%-45.6pp | 69.5%-32.6pp |
| Annual return | 19.83% | 111.87%-92.0pp | 71.41%-51.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $1,207 | $3,115-61.3% | $4,736-74.5% | $2,440-50.5% |
| Participant deferral / active EE | $2,604 | $5,419-51.9% | $6,710-61.2% | $3,608-27.8% |
| Admin fee / account holder | $2,732 | $5,957-54.1% | $10,264-73.4% | $5,124-46.7% |