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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 | $89,568 | $96,524-7.2% | $75,900+18.0% | $152,909-41.4% |
| Participation rate | 61.9% | 76.2%-14.3pp | 69.3%-7.4pp | 82.5%-20.6pp |
| Annual return | 26.98% | 33.93%-7.0pp | 30.73%-3.7pp | 345.46%-318.5pp |
| Employer contribution / active EE | $2,046 | $3,311-38.2% | $2,501-18.2% | $4,764-57.0% |
| Participant deferral / active EE | $2,907 | $4,554-36.2% | $3,604-19.3% | $5,851-50.3% |
| Admin fee / account holder | $492 | $8,082-93.9% | $5,421-90.9% | $11,601-95.8% |