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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 | $91,673 | $94,031-2.5% | $115,768-20.8% | $82,448+11.2% |
| Participation rate | 62.5% | 70.4%-7.9pp | 74.4%-11.9pp | 68.1%-5.6pp |
| Annual return | 13.09% | 20.61%-7.5pp | 100.46%-87.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,299 | $2,323-44.1% | $2,940-55.8% | $2,551-49.1% |
| Participant deferral / active EE | $1,884 | $3,972-52.6% | $4,917-61.7% | $4,139-54.5% |
| Admin fee / account holder | $10,404 | $10,249+1.5% | $12,439-16.4% | $7,234+43.8% |