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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 | $97,559 | $89,364+9.2% | $141,177-30.9% | $72,983+33.7% |
| Participation rate | 66.2% | 75.1%-9.0pp | 82.5%-16.3pp | 69.5%-3.3pp |
| Annual return | 27.30% | 111.86%-84.6pp | 71.40%-44.1pp | 81.01%-53.7pp |
| Employer contribution / active EE | $1,240 | $3,115-60.2% | $4,736-73.8% | $2,440-49.2% |
| Participant deferral / active EE | $3,520 | $5,419-35.0% | $6,710-47.5% | $3,608-2.4% |
| Admin fee / account holder | $1,515 | $5,959-74.6% | $10,263-85.2% | $5,124-70.4% |