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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 | $89,010 | $98,776-9.9% | $149,745-40.6% | $79,856+11.5% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 13.73% | 27.38%-13.6pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,430 | $3,217-55.6% | $4,646-69.2% | $2,471-42.1% |
| Participant deferral / active EE | $3,156 | $5,681-44.5% | $6,843-53.9% | $3,741-15.6% |
| Admin fee / account holder | $1,349 | $6,053-77.7% | $9,312-85.5% | $5,306-74.6% |