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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 | $80,070 | $89,370-10.4% | $141,197-43.3% | $72,976+9.7% |
| Participation rate | 59.3% | 75.1%-15.9pp | 82.5%-23.2pp | 69.5%-10.2pp |
| Annual return | 21.70% | 111.88%-90.2pp | 71.41%-49.7pp | 81.02%-59.3pp |
| Employer contribution / active EE | $1,070 | $3,115-65.7% | $4,736-77.4% | $2,440-56.2% |
| Participant deferral / active EE | $3,316 | $5,419-38.8% | $6,710-50.6% | $3,608-8.1% |
| Admin fee / account holder | $11,402 | $5,957+91.4% | $10,265+11.1% | $5,124+122.5% |