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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 | $67,237 | $80,332-16.3% | $107,187-37.3% | $64,097+4.9% |
| Participation rate | 51.5% | 54.4%-2.9pp | 75.0%-23.5pp | 55.2%-3.7pp |
| Annual return | 16.00% | 24.26%-8.3pp | 204.55%-188.5pp | 34.64%-18.6pp |
| Employer contribution / active EE | $1,501 | $2,501-40.0% | $3,782-60.3% | $1,891-20.6% |
| Participant deferral / active EE | $2,155 | $3,109-30.7% | $5,096-57.7% | $3,080-30.0% |
| Admin fee / account holder | $1,001 | $4,314-76.8% | $9,162-89.1% | $3,454-71.0% |