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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 | $84,627 | $84,236+0.5% | $170,435-50.3% | $70,126+20.7% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 15.89% | 23.06%-7.2pp | 205.94%-190.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $400 | $3,387-88.2% | $5,432-92.6% | $2,343-82.9% |
| Participant deferral / active EE | $4,898 | $3,086+58.7% | $4,939-0.8% | $3,332+47.0% |
| Admin fee / account holder | $1,315 | $5,698-76.9% | $13,881-90.5% | $4,645-71.7% |