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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 | $84,904 | $89,367-5.0% | $141,191-39.9% | $72,975+16.3% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.5%-22.5pp | 69.5%-9.5pp |
| Annual return | 19.33% | 111.87%-92.5pp | 71.41%-52.1pp | 81.01%-61.7pp |
| Employer contribution / active EE | $2,479 | $3,115-20.4% | $4,736-47.6% | $2,440+1.6% |
| Participant deferral / active EE | $4,984 | $5,419-8.0% | $6,710-25.7% | $3,608+38.2% |
| Admin fee / account holder | $5,768 | $5,957-3.2% | $10,264-43.8% | $5,124+12.6% |