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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 | $88,848 | $97,125-8.5% | $86,233+3.0% | $137,256-35.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 16.99% | 74.19%-57.2pp | 61.39%-44.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,200 | $2,841-57.8% | $2,504-52.1% | $4,156-71.1% |
| Participant deferral / active EE | $2,000 | $5,180-61.4% | $4,559-56.1% | $6,407-68.8% |
| Admin fee / account holder | $339 | $9,725-96.5% | $8,342-95.9% | $12,270-97.2% |