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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 | $90,926 | $93,598-2.9% | $135,974-33.1% | $75,173+21.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 17.17% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,305 | $3,538-63.1% | $4,859-73.1% | $2,671-51.1% |
| Participant deferral / active EE | $4,796 | $6,405-25.1% | $7,760-38.2% | $4,126+16.2% |
| Admin fee / account holder | $3,537 | $6,978-49.3% | $10,767-67.1% | $5,651-37.4% |