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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 | $80,117 | $108,212-26.0% | $77,513+3.4% | $158,966-49.6% |
| Participation rate | 25.0% | 64.4%-39.4pp | 54.2%-29.2pp | 82.0%-57.0pp |
| Annual return | 8.25% | 31.67%-23.4pp | 54.81%-46.6pp | 302.95%-294.7pp |
| Employer contribution / active EE | $269 | $1,325-79.7% | $987-72.7% | $4,762-94.3% |
| Participant deferral / active EE | $1,949 | $2,455-20.6% | $1,861+4.7% | $5,983-67.4% |
| Admin fee / account holder | $5,004 | $3,709+34.9% | $2,859+75.0% | $11,250-55.5% |