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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 | $92,149 | $78,690+17.1% | $161,489-42.9% | $87,485+5.3% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 23.63% | 32.74%-9.1pp | 89.72%-66.1pp | 26.06%-2.4pp |
| Employer contribution / active EE | $1,411 | $2,588-45.5% | $4,268-66.9% | $2,596-45.7% |
| Participant deferral / active EE | $3,056 | $3,311-7.7% | $5,630-45.7% | $4,274-28.5% |
| Admin fee / account holder | $1,377 | $6,724-79.5% | $16,006-91.4% | $7,775-82.3% |