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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 | $79,891 | $93,345-14.4% | $119,126-32.9% | $87,485-8.7% |
| Participation rate | 57.1% | 68.7%-11.6pp | 75.8%-18.6pp | 68.9%-11.8pp |
| Annual return | 21.42% | 19.08%+2.3pp | 282.11%-260.7pp | 26.06%-4.6pp |
| Employer contribution / active EE | $1,719 | $3,172-45.8% | $4,034-57.4% | $2,596-33.8% |
| Participant deferral / active EE | $4,534 | $4,099+10.6% | $5,318-14.7% | $4,274+6.1% |
| Admin fee / account holder | $3,224 | $8,039-59.9% | $10,693-69.9% | $7,775-58.5% |