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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 | $80,951 | $98,776-18.0% | $149,745-45.9% | $79,856+1.4% |
| Participation rate | 54.8% | 75.8%-21.0pp | 82.5%-27.7pp | 69.6%-14.9pp |
| Annual return | 18.51% | 27.38%-8.9pp | 276.72%-258.2pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,582 | $3,217-50.8% | $4,646-65.9% | $2,471-36.0% |
| Participant deferral / active EE | $3,209 | $5,681-43.5% | $6,843-53.1% | $3,741-14.2% |
| Admin fee / account holder | $309 | $6,053-94.9% | $9,312-96.7% | $5,306-94.2% |