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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 | $89,764 | $96,524-7.0% | $75,900+18.3% | $152,909-41.3% |
| Participation rate | 54.5% | 76.2%-21.6pp | 69.3%-14.7pp | 82.5%-27.9pp |
| Annual return | 19.90% | 33.93%-14.0pp | 30.73%-10.8pp | 345.46%-325.6pp |
| Employer contribution / active EE | $1,111 | $3,311-66.4% | $2,501-55.6% | $4,764-76.7% |
| Participant deferral / active EE | $2,679 | $4,554-41.2% | $3,604-25.7% | $5,851-54.2% |
| Admin fee / account holder | $9,282 | $8,082+14.9% | $5,421+71.2% | $11,601-20.0% |