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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 | $88,699 | $101,798-12.9% | $165,071-46.3% | $80,935+9.6% |
| Participation rate | 39.1% | 71.8%-32.7pp | 78.6%-39.5pp | 67.7%-28.5pp |
| Annual return | 28.91% | 16.73%+12.2pp | 70.17%-41.3pp | 35.66%-6.8pp |
| Employer contribution / active EE | $1,157 | $2,954-60.8% | $4,347-73.4% | $2,757-58.0% |
| Participant deferral / active EE | $2,556 | $4,476-42.9% | $6,035-57.6% | $4,299-40.5% |
| Admin fee / account holder | $95,735 | $8,221+1064.5% | $12,695+654.1% | $6,924+1282.6% |