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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 | $89,507 | $98,776-9.4% | $149,745-40.2% | $79,856+12.1% |
| Participation rate | 57.4% | 75.8%-18.3pp | 82.5%-25.0pp | 69.6%-12.2pp |
| Annual return | 16.52% | 27.38%-10.9pp | 276.72%-260.2pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,430 | $3,217-24.5% | $4,646-47.7% | $2,471-1.7% |
| Participant deferral / active EE | $5,346 | $5,681-5.9% | $6,843-21.9% | $3,741+42.9% |
| Admin fee / account holder | $8,286 | $6,053+36.9% | $9,312-11.0% | $5,306+56.2% |