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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 | $79,108 | $89,370-11.5% | $141,197-44.0% | $72,976+8.4% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.5%-20.0pp | 69.5%-7.0pp |
| Annual return | 24.76% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.3pp |
| Employer contribution / active EE | $2,041 | $3,115-34.5% | $4,736-56.9% | $2,440-16.4% |
| Participant deferral / active EE | $6,022 | $5,419+11.1% | $6,710-10.3% | $3,608+66.9% |
| Admin fee / account holder | $9,787 | $5,957+64.3% | $10,265-4.7% | $5,124+91.0% |