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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 | $96,395 | $102,385-5.9% | $147,080-34.5% | $80,935+19.1% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 17.77% | 135.09%-117.3pp | 420.17%-402.4pp | 35.66%-17.9pp |
| Employer contribution / active EE | $1,734 | $3,717-53.4% | $4,933-64.9% | $2,757-37.1% |
| Participant deferral / active EE | $3,247 | $6,651-51.2% | $8,066-59.7% | $4,299-24.5% |
| Admin fee / account holder | $1,174 | $7,951-85.2% | $12,989-91.0% | $6,924-83.0% |