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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 | $86,015 | $116,434-26.1% | $65,583+31.2% | $139,487-38.3% |
| Participation rate | 42.9% | 67.9%-25.0pp | 65.0%-22.1pp | 80.3%-37.5pp |
| Annual return | 10.96% | 31.34%-20.4pp | 47.46%-36.5pp | 373.84%-362.9pp |
| Employer contribution / active EE | $1,493 | $2,602-42.6% | $1,692-11.8% | $4,755-68.6% |
| Participant deferral / active EE | $2,506 | $4,245-41.0% | $2,833-11.5% | $6,713-62.7% |
| Admin fee / account holder | $7,330 | $6,696+9.5% | $4,112+78.3% | $11,407-35.7% |