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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 | $82,708 | $95,415-13.3% | $185,851-55.5% | $85,851-3.7% |
| Participation rate | 55.6% | 68.8%-13.2pp | 81.7%-26.2pp | 69.3%-13.8pp |
| Annual return | 15.28% | 23.59%-8.3pp | 122.11%-106.8pp | 318.63%-303.4pp |
| Employer contribution / active EE | $1,191 | $3,314-64.1% | $5,168-77.0% | $2,565-53.6% |
| Participant deferral / active EE | $1,953 | $3,424-43.0% | $5,569-64.9% | $3,952-50.6% |
| Admin fee / account holder | $2,132 | $7,215-70.5% | $16,245-86.9% | $6,261-66.0% |