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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 | $85,551 | $88,360-3.2% | $145,433-41.2% | $67,986+25.8% |
| Participation rate | 45.0% | 65.5%-20.5pp | 82.1%-37.1pp | 57.2%-12.2pp |
| Annual return | 16.24% | 63.15%-46.9pp | 66.58%-50.3pp | 31.67%-15.4pp |
| Employer contribution / active EE | $1,636 | $3,054-46.4% | $4,554-64.1% | $2,019-18.9% |
| Participant deferral / active EE | $3,634 | $5,932-38.7% | $7,897-54.0% | $3,358+8.2% |
| Admin fee / account holder | $14,237 | $3,313+329.7% | $13,129+8.4% | $3,203+344.5% |