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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 | $87,775 | $88,183-0.5% | $107,187-18.1% | $71,012+23.6% |
| Participation rate | 13.7% | 67.5%-53.8pp | 75.0%-61.3pp | 58.6%-44.8pp |
| Annual return | 16.00% | 16.47%-0.5pp | 204.55%-188.6pp | 37.67%-21.7pp |
| Employer contribution / active EE | $921 | $3,914-76.5% | $3,782-75.6% | $2,348-60.8% |
| Participant deferral / active EE | $1,936 | $3,079-37.1% | $5,096-62.0% | $3,246-40.3% |
| Admin fee / account holder | $7,534 | $1,430+426.8% | $9,162-17.8% | $1,167+545.5% |