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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 | $70,899 | $77,814-8.9% | $158,223-55.2% | $86,983-18.5% |
| Participation rate | 44.4% | 68.4%-24.0pp | 79.2%-34.8pp | 69.5%-25.1pp |
| Annual return | 12.26% | 30.54%-18.3pp | 52.09%-39.8pp | 25.83%-13.6pp |
| Employer contribution / active EE | $1,112 | $2,592-57.1% | $4,109-72.9% | $2,584-57.0% |
| Participant deferral / active EE | $2,187 | $3,270-33.1% | $5,467-60.0% | $4,194-47.9% |
| Admin fee / account holder | $13,875 | $5,879+136.0% | $16,047-13.5% | $7,856+76.6% |