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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 | $78,060 | $65,961+18.3% | $180,320-56.7% | $94,015-17.0% |
| Participation rate | 56.3% | 61.3%-5.0pp | 71.5%-15.3pp | 70.8%-14.6pp |
| Annual return | 13.20% | 14.27%-1.1pp | 778.54%-765.3pp | 17.84%-4.6pp |
| Employer contribution / active EE | $1,269 | $1,737-27.0% | $4,108-69.1% | $2,790-54.5% |
| Participant deferral / active EE | $2,960 | $3,003-1.4% | $4,304-31.2% | $4,249-30.3% |
| Admin fee / account holder | $494 | $4,901-89.9% | $10,000-95.1% | $8,951-94.5% |