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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 | $100,401 | $98,766+1.7% | $149,730-32.9% | $79,852+25.7% |
| Participation rate | 66.0% | 75.8%-9.8pp | 82.5%-16.5pp | 69.6%-3.6pp |
| Annual return | 14.27% | 27.43%-13.2pp | 276.70%-262.4pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,356 | $3,217-57.8% | $4,645-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $2,502 | $5,681-56.0% | $6,843-63.4% | $3,740-33.1% |
| Admin fee / account holder | $607 | $6,052-90.0% | $9,310-93.5% | $5,306-88.6% |