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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 | $84,311 | $86,298-2.3% | $111,308-24.3% | $85,847-1.8% |
| Participation rate | 64.0% | 73.3%-9.3pp | 77.3%-13.3pp | 69.3%-5.3pp |
| Annual return | 34.83% | 19.99%+14.8pp | 54.67%-19.8pp | 318.61%-283.8pp |
| Employer contribution / active EE | $1,453 | $2,044-28.9% | $2,732-46.8% | $2,565-43.4% |
| Participant deferral / active EE | $2,110 | $3,641-42.1% | $4,487-53.0% | $3,952-46.6% |
| Admin fee / account holder | $487 | $8,189-94.0% | $7,965-93.9% | $6,261-92.2% |