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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 | $82,133+8.9% | $147,318-39.3% | $64,097+39.5% |
| Participation rate | 45.7% | 62.3%-16.6pp | 82.1%-36.4pp | 55.2%-9.5pp |
| Annual return | 14.75% | 78.78%-64.0pp | 70.43%-55.7pp | 34.64%-19.9pp |
| Employer contribution / active EE | $1,816 | $2,872-36.8% | $4,593-60.5% | $1,891-4.0% |
| Participant deferral / active EE | $3,967 | $5,407-26.6% | $7,906-49.8% | $3,080+28.8% |
| Admin fee / account holder | $12,323 | $3,730+230.4% | $13,708-10.1% | $3,454+256.7% |