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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 | $95,019 | $101,618-6.5% | $93,063+2.1% | $137,256-30.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 12.79% | 223.95%-211.2pp | 34.15%-21.4pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,390 | $2,707-48.6% | $2,476-43.9% | $4,156-66.5% |
| Participant deferral / active EE | $5,560 | $4,279+29.9% | $3,958+40.5% | $6,407-13.2% |
| Admin fee / account holder | $2,337 | $6,198-62.3% | $6,033-61.3% | $12,270-81.0% |