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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 | $78,711 | $98,776-20.3% | $149,745-47.4% | $79,856-1.4% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.6%-7.3pp |
| Annual return | 17.55% | 27.38%-9.8pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,619 | $3,217-49.7% | $4,646-65.2% | $2,471-34.5% |
| Participant deferral / active EE | $5,790 | $5,681+1.9% | $6,843-15.4% | $3,741+54.8% |
| Admin fee / account holder | $1,893 | $6,053-68.7% | $9,312-79.7% | $5,306-64.3% |