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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 | $82,858 | $89,370-7.3% | $141,197-41.3% | $72,976+13.5% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.5%-13.4pp | 69.5%-0.4pp |
| Annual return | 19.85% | 111.88%-92.0pp | 71.41%-51.6pp | 81.02%-61.2pp |
| Employer contribution / active EE | $1,166 | $3,115-62.6% | $4,736-75.4% | $2,440-52.2% |
| Participant deferral / active EE | $4,971 | $5,419-8.3% | $6,710-25.9% | $3,608+37.8% |
| Admin fee / account holder | $16,155 | $5,957+171.2% | $10,265+57.4% | $5,124+215.3% |