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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 | $86,987 | $98,766-11.9% | $149,730-41.9% | $79,852+8.9% |
| Participation rate | 63.2% | 75.8%-12.6pp | 82.5%-19.3pp | 69.6%-6.5pp |
| Annual return | 15.07% | 27.43%-12.4pp | 276.70%-261.6pp | 31.72%-16.6pp |
| Employer contribution / active EE | $1,461 | $3,217-54.6% | $4,645-68.6% | $2,471-40.9% |
| Participant deferral / active EE | $6,039 | $5,681+6.3% | $6,843-11.7% | $3,740+61.5% |
| Admin fee / account holder | $6,275 | $6,052+3.7% | $9,310-32.6% | $5,306+18.3% |