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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 | $89,423 | $88,360+1.2% | $145,433-38.5% | $67,986+31.5% |
| Participation rate | 45.7% | 65.5%-19.8pp | 82.1%-36.5pp | 57.2%-11.5pp |
| Annual return | 14.75% | 63.15%-48.4pp | 66.58%-51.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $1,816 | $3,054-40.5% | $4,554-60.1% | $2,019-10.0% |
| Participant deferral / active EE | $3,967 | $5,932-33.1% | $7,897-49.8% | $3,358+18.1% |
| Admin fee / account holder | $12,323 | $3,313+271.9% | $13,129-6.1% | $3,203+284.7% |