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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 | $97,648-6.1% | $121,663-24.7% | $87,485+4.8% |
| Participation rate | 62.5% | 70.5%-8.0pp | 74.5%-12.0pp | 68.9%-6.4pp |
| Annual return | 13.09% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $1,299 | $2,300-43.5% | $3,020-57.0% | $2,596-50.0% |
| Participant deferral / active EE | $1,884 | $3,923-52.0% | $4,887-61.5% | $4,274-55.9% |
| Admin fee / account holder | $10,404 | $11,100-6.3% | $14,289-27.2% | $7,775+33.8% |