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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 | $82,277 | $78,707+4.5% | $117,861-30.2% | $70,126+17.3% |
| Participation rate | 65.8% | 73.2%-7.4pp | 79.7%-13.9pp | 69.5%-3.8pp |
| Annual return | 17.19% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-56.0pp |
| Employer contribution / active EE | $796 | $2,223-64.2% | $3,786-79.0% | $2,343-66.0% |
| Participant deferral / active EE | $2,949 | $3,297-10.6% | $4,482-34.2% | $3,332-11.5% |
| Admin fee / account holder | $5,332 | $5,066+5.3% | $8,021-33.5% | $4,645+14.8% |