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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 | $81,543 | $98,776-17.4% | $149,745-45.5% | $79,856+2.1% |
| Participation rate | 60.8% | 75.8%-15.0pp | 82.5%-21.7pp | 69.6%-8.9pp |
| Annual return | 14.00% | 27.38%-13.4pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,194 | $3,217-31.8% | $4,646-52.8% | $2,471-11.2% |
| Participant deferral / active EE | $6,933 | $5,681+22.0% | $6,843+1.3% | $3,741+85.3% |
| Admin fee / account holder | $2,939 | $6,053-51.4% | $9,312-68.4% | $5,306-44.6% |