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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 | $93,963 | $91,198+3.0% | $178,503-47.4% | $79,856+17.7% |
| Participation rate | 59.2% | 69.2%-10.0pp | 81.9%-22.7pp | 69.6%-10.5pp |
| Annual return | 19.03% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,254 | $3,257-61.5% | $5,011-75.0% | $2,471-49.3% |
| Participant deferral / active EE | $2,348 | $3,237-27.5% | $5,202-54.9% | $3,741-37.2% |
| Admin fee / account holder | $12,327 | $6,748+82.7% | $13,987-11.9% | $5,306+132.3% |