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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 | $69,872 | $66,673+4.8% | $203,872-65.7% | $65,306+7.0% |
| Participation rate | 41.2% | 53.8%-12.6pp | 77.8%-36.6pp | 57.7%-16.5pp |
| Annual return | 19.57% | 15.81%+3.8pp | 85.11%-65.5pp | 21.94%-2.4pp |
| Employer contribution / active EE | $1,110 | $1,702-34.8% | $3,757-70.4% | $1,967-43.6% |
| Participant deferral / active EE | $2,566 | $2,944-12.9% | $6,388-59.8% | $2,959-13.3% |
| Admin fee / account holder | $7,457 | $5,686+31.1% | $11,730-36.4% | $3,480+114.3% |