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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 | $90,104 | $91,559-1.6% | $133,971-32.7% | $79,852+12.8% |
| Participation rate | 52.9% | 73.3%-20.4pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | 21.36% | 61.85%-40.5pp | 45.09%-23.7pp | 31.72%-10.4pp |
| Employer contribution / active EE | $1,126 | $2,384-52.8% | $3,919-71.3% | $2,471-54.4% |
| Participant deferral / active EE | $3,809 | $3,734+2.0% | $5,047-24.5% | $3,740+1.8% |
| Admin fee / account holder | $1,044 | $6,321-83.5% | $8,929-88.3% | $5,306-80.3% |