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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 | $91,763 | $114,013-19.5% | $103,693-11.5% | $155,188-40.9% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 80.8%-20.8pp |
| Annual return | 12.94% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,809 | $3,131-42.2% | $2,920-38.0% | $4,248-57.4% |
| Participant deferral / active EE | $3,623 | $4,970-27.1% | $4,579-20.9% | $6,531-44.5% |
| Admin fee / account holder | $35,417 | $8,407+321.3% | $7,858+350.7% | $14,480+144.6% |