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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 | $94,636 | $181,062-47.7% | $158,223-40.2% | $155,188-39.0% |
| Participation rate | 26.7% | 82.7%-56.0pp | 79.2%-52.5pp | 80.8%-54.1pp |
| Annual return | 12.70% | 57.39%-44.7pp | 52.09%-39.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,072 | $4,565-76.5% | $4,109-73.9% | $4,248-74.8% |
| Participant deferral / active EE | $2,339 | $6,134-61.9% | $5,467-57.2% | $6,531-64.2% |
| Admin fee / account holder | $94,365 | $18,825+401.3% | $16,047+488.0% | $14,480+551.7% |