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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 | $84,035 | $89,370-6.0% | $141,197-40.5% | $72,976+15.2% |
| Participation rate | 44.1% | 75.1%-31.0pp | 82.5%-38.4pp | 69.5%-25.4pp |
| Annual return | 23.59% | 111.88%-88.3pp | 71.41%-47.8pp | 81.02%-57.4pp |
| Employer contribution / active EE | $1,279 | $3,115-58.9% | $4,736-73.0% | $2,440-47.6% |
| Participant deferral / active EE | $3,420 | $5,419-36.9% | $6,710-49.0% | $3,608-5.2% |
| Admin fee / account holder | $1,335 | $5,957-77.6% | $10,265-87.0% | $5,124-73.9% |