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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 | $97,090 | $101,795-4.6% | $165,100-41.2% | $80,959+19.9% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.7%-16.1pp |
| Annual return | 10.84% | 16.73%-5.9pp | 70.21%-59.4pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,807 | $2,954-38.8% | $4,348-58.4% | $2,757-34.5% |
| Participant deferral / active EE | $4,612 | $4,476+3.0% | $6,035-23.6% | $4,300+7.3% |
| Admin fee / account holder | $20,125 | $8,221+144.8% | $12,696+58.5% | $6,925+190.6% |