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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 | $86,357 | $85,060+1.5% | $70,548+22.4% | $139,456-38.1% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 19.07% | 30.38%-11.3pp | 32.78%-13.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $1,316 | $3,911-66.4% | $2,975-55.8% | $4,753-72.3% |
| Participant deferral / active EE | $5,994 | $5,890+1.8% | $4,567+31.2% | $6,711-10.7% |
| Admin fee / account holder | $1,243 | $8,925-86.1% | $6,424-80.6% | $11,407-89.1% |