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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 | $85,994 | $91,559-6.1% | $133,971-35.8% | $79,852+7.7% |
| Participation rate | 38.5% | 73.3%-34.8pp | 79.8%-41.3pp | 69.6%-31.1pp |
| Annual return | 20.11% | 61.85%-41.7pp | 45.09%-25.0pp | 31.72%-11.6pp |
| Employer contribution / active EE | $1,073 | $2,384-55.0% | $3,919-72.6% | $2,471-56.6% |
| Participant deferral / active EE | $1,949 | $3,734-47.8% | $5,047-61.4% | $3,740-47.9% |
| Admin fee / account holder | $2,980 | $6,321-52.9% | $8,929-66.6% | $5,306-43.8% |