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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 | $82,299 | $96,491-14.7% | $75,894+8.4% | $152,885-46.2% |
| Participation rate | 66.7% | 76.2%-9.5pp | 69.3%-2.6pp | 82.5%-15.8pp |
| Annual return | 25.37% | 33.98%-8.6pp | 30.76%-5.4pp | 345.39%-320.0pp |
| Employer contribution / active EE | $1,364 | $3,310-58.8% | $2,501-45.5% | $4,763-71.4% |
| Participant deferral / active EE | $10,000 | $4,553+119.6% | $3,603+177.5% | $5,851+70.9% |
| Admin fee / account holder | $323 | $8,079-96.0% | $5,420-94.0% | $11,598-97.2% |