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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 | $93,280 | $101,618-8.2% | $93,063+0.2% | $137,256-32.0% |
| Participation rate | 63.6% | 74.9%-11.3pp | 72.1%-8.5pp | 80.0%-16.3pp |
| Annual return | 11.75% | 223.95%-212.2pp | 34.15%-22.4pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,415 | $2,707-47.7% | $2,476-42.9% | $4,156-66.0% |
| Participant deferral / active EE | $3,307 | $4,279-22.7% | $3,958-16.5% | $6,407-48.4% |
| Admin fee / account holder | $16,445 | $6,198+165.3% | $6,033+172.6% | $12,270+34.0% |