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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 | $86,224 | $87,166-1.1% | $76,735+12.4% | $137,256-37.2% |
| Participation rate | 65.0% | 74.4%-9.4pp | 69.5%-4.5pp | 80.0%-15.0pp |
| Annual return | 13.89% | 26.50%-12.6pp | 29.77%-15.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,605 | $2,904-44.7% | $2,454-34.6% | $4,156-61.4% |
| Participant deferral / active EE | $3,135 | $4,726-33.7% | $4,088-23.3% | $6,407-51.1% |
| Admin fee / account holder | $41,890 | $8,403+398.5% | $7,189+482.7% | $12,270+241.4% |