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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 | $77,125 | $89,364-13.7% | $141,177-45.4% | $72,983+5.7% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.5%-17.0pp | 69.5%-4.0pp |
| Annual return | 24.38% | 111.86%-87.5pp | 71.40%-47.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $1,123 | $3,115-63.9% | $4,736-76.3% | $2,440-54.0% |
| Participant deferral / active EE | $3,732 | $5,419-31.1% | $6,710-44.4% | $3,608+3.4% |
| Admin fee / account holder | $688 | $5,959-88.5% | $10,263-93.3% | $5,124-86.6% |