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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 | $93,385 | $138,312-32.5% | $122,979-24.1% | $155,188-39.8% |
| Participation rate | 61.9% | 80.2%-18.3pp | 77.2%-15.3pp | 80.8%-18.9pp |
| Annual return | 41.13% | 22.06%+19.1pp | 20.12%+21.0pp | 148.84%-107.7pp |
| Employer contribution / active EE | $1,488 | $3,530-57.8% | $3,062-51.4% | $4,248-65.0% |
| Participant deferral / active EE | $3,703 | $5,592-33.8% | $5,003-26.0% | $6,531-43.3% |
| Admin fee / account holder | $4,146 | $15,089-72.5% | $12,864-67.8% | $14,480-71.4% |