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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 | $93,340 | $95,406-2.2% | $185,849-49.8% | $85,847+8.7% |
| Participation rate | 59.5% | 68.8%-9.3pp | 81.7%-22.2pp | 69.3%-9.9pp |
| Annual return | 13.23% | 23.59%-10.4pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $1,791 | $3,314-46.0% | $5,169-65.3% | $2,565-30.2% |
| Participant deferral / active EE | $2,894 | $3,424-15.5% | $5,569-48.0% | $3,952-26.8% |
| Admin fee / account holder | $609 | $7,214-91.6% | $16,244-96.3% | $6,261-90.3% |