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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 | $72,963 | $82,133-11.2% | $147,318-50.5% | $64,097+13.8% |
| Participation rate | 41.6% | 62.3%-20.7pp | 82.1%-40.5pp | 55.2%-13.6pp |
| Annual return | 18.36% | 78.78%-60.4pp | 70.43%-52.1pp | 34.64%-16.3pp |
| Employer contribution / active EE | $1,388 | $2,872-51.7% | $4,593-69.8% | $1,891-26.6% |
| Participant deferral / active EE | $3,216 | $5,407-40.5% | $7,906-59.3% | $3,080+4.4% |
| Admin fee / account holder | $5,021 | $3,730+34.6% | $13,708-63.4% | $3,454+45.4% |