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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 | $95,127 | $97,648-2.6% | $121,663-21.8% | $87,485+8.7% |
| Participation rate | 50.9% | 70.5%-19.5pp | 74.5%-23.5pp | 68.9%-18.0pp |
| Annual return | 13.15% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,143 | $2,300-50.3% | $3,020-62.2% | $2,596-56.0% |
| Participant deferral / active EE | $1,984 | $3,923-49.4% | $4,887-59.4% | $4,274-53.6% |
| Admin fee / account holder | $12,368 | $11,100+11.4% | $14,289-13.4% | $7,775+59.1% |