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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 | $77,257 | $91,198-15.3% | $178,503-56.7% | $79,856-3.3% |
| Participation rate | 60.0% | 69.2%-9.2pp | 81.9%-21.9pp | 69.6%-9.6pp |
| Annual return | 11.14% | 24.20%-13.1pp | 151.12%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,693 | $3,257-48.0% | $5,011-66.2% | $2,471-31.5% |
| Participant deferral / active EE | $2,041 | $3,237-37.0% | $5,202-60.8% | $3,741-45.4% |
| Admin fee / account holder | $8,863 | $6,748+31.3% | $13,987-36.6% | $5,306+67.0% |