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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 | $84,591 | $98,766-14.4% | $149,730-43.5% | $79,852+5.9% |
| Participation rate | 59.3% | 75.8%-16.5pp | 82.5%-23.2pp | 69.6%-10.4pp |
| Annual return | 18.88% | 27.43%-8.5pp | 276.70%-257.8pp | 31.72%-12.8pp |
| Employer contribution / active EE | $1,819 | $3,217-43.5% | $4,645-60.8% | $2,471-26.4% |
| Participant deferral / active EE | $4,830 | $5,681-15.0% | $6,843-29.4% | $3,740+29.1% |
| Admin fee / account holder | $1,198 | $6,052-80.2% | $9,310-87.1% | $5,306-77.4% |