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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 | $97,303 | $98,766-1.5% | $149,730-35.0% | $79,852+21.9% |
| Participation rate | 58.6% | 75.8%-17.2pp | 82.5%-23.9pp | 69.6%-11.0pp |
| Annual return | 18.87% | 27.43%-8.6pp | 276.70%-257.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $1,133 | $3,217-64.8% | $4,645-75.6% | $2,471-54.1% |
| Participant deferral / active EE | $2,748 | $5,681-51.6% | $6,843-59.8% | $3,740-26.5% |
| Admin fee / account holder | $514 | $6,052-91.5% | $9,310-94.5% | $5,306-90.3% |