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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 | $80,272 | $79,449+1.0% | $189,558-57.7% | $85,856-6.5% |
| Participation rate | 35.9% | 66.0%-30.1pp | 78.5%-42.6pp | 69.3%-33.4pp |
| Annual return | 12.99% | 18.45%-5.5pp | 64.19%-51.2pp | 318.58%-305.6pp |
| Employer contribution / active EE | $1,276 | $2,081-38.7% | $4,412-71.1% | $2,565-50.3% |
| Participant deferral / active EE | $1,892 | $4,051-53.3% | $6,174-69.4% | $3,952-52.1% |
| Admin fee / account holder | $14,204 | $5,377+164.2% | $9,809+44.8% | $6,261+126.9% |