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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 | $101,752-12.8% | $164,928-46.2% | $80,911+9.6% |
| Participation rate | 39.1% | 71.8%-32.7pp | 78.6%-39.5pp | 67.6%-28.5pp |
| Annual return | 28.91% | 16.73%+12.2pp | 70.08%-41.2pp | 35.63%-6.7pp |
| Employer contribution / active EE | $1,157 | $2,953-60.8% | $4,343-73.4% | $2,756-58.0% |
| Participant deferral / active EE | $2,556 | $4,477-42.9% | $6,034-57.6% | $4,297-40.5% |
| Admin fee / account holder | $95,735 | $8,218+1065.0% | $12,684+654.7% | $6,935+1280.5% |