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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 | $87,551 | $94,031-6.9% | $115,768-24.4% | $82,448+6.2% |
| Participation rate | 50.9% | 70.4%-19.5pp | 74.4%-23.4pp | 68.1%-17.1pp |
| Annual return | 15.30% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,165 | $2,323-49.8% | $2,940-60.4% | $2,551-54.3% |
| Participant deferral / active EE | $2,781 | $3,972-30.0% | $4,917-43.4% | $4,139-32.8% |
| Admin fee / account holder | $5,789 | $10,249-43.5% | $12,439-53.5% | $7,234-20.0% |